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 27 · EIN 42-1445429 | Advisory (Plan) | $98,194 |
Service code 37 · EIN 04-2647786 | Loan Processing | $80,246 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $10,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,426 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,465 | $86,897-51.1% | $151,611-72.0% | $64,808-34.5% |
| Participation rate | 92.8% | 87.3%+5.5pp | 87.5%+5.3pp | 71.5%+21.3pp |
| Annual return | 3.67% | -3.57%+7.2pp | 3.33%+0.3pp | 32.82%-29.1pp |
| Employer contribution / active EE | $4,018 | $4,010+0.2% | $6,166-34.8% | $2,506+60.4% |
| Participant deferral / active EE | $7,413 | $6,690+10.8% | $8,363-11.4% | $4,310+72.0% |
| Admin fee / account holder | $232 | $153+51.4% | $11,616-98.0% | $188+23.3% |