See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,991 |
Service code 27 · EIN 47-3030907 | Advisory (Plan) | $31,500 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,089 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS /BKD Service code 10 · EIN 44-0160260 | Accounting | $18,675 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 36-2668272 | Consulting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,983 | $108,549+31.7% | $156,263-8.5% | $85,563+67.1% |
| Participation rate | 95.9% | 77.1%+18.8pp | 78.9%+17.0pp | 66.0%+30.0pp |
| Annual return | 21.04% | 21.79%-0.8pp | 59.47%-38.4pp | 31.51%-10.5pp |
| Employer contribution / active EE | $5,687 | $2,690+111.4% | $4,333+31.2% | $2,654+114.3% |
| Participant deferral / active EE | $6,723 | $4,800+40.1% | $6,158+9.2% | $4,375+53.7% |
| Admin fee / account holder | $178 | $650-72.6% | $14,255-98.8% | $834-78.7% |