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, 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 | $116,081+23.2% | $156,181-8.5% | $79,634+79.5% |
| Participation rate | 95.9% | 75.6%+20.4pp | 78.8%+17.1pp | 62.5%+33.4pp |
| Annual return | 21.04% | 15.89%+5.1pp | 64.87%-43.8pp | 36.46%-15.4pp |
| Employer contribution / active EE | $5,687 | $2,828+101.1% | $4,294+32.4% | $2,529+124.9% |
| Participant deferral / active EE | $6,723 | $4,584+46.6% | $6,132+9.6% | $3,835+75.3% |
| Admin fee / account holder | $178 | $854-79.2% | $14,586-98.8% | $1,002-82.2% |