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 |
|---|---|---|
Filed as: SJS INVESTMENT SERVICES Service code 26 6711 MONROE ST · SYLVANIA, OH 43560 | Advisory (Participants) | $43,610 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,724 | $121,341-39.2% | $189,513-61.1% | $79,386-7.1% |
| Participation rate | 92.0% | 86.1%+5.9pp | 87.8%+4.2pp | 70.7%+21.3pp |
| Annual return | 14.87% | 21.08%-6.2pp | 555.15%-540.3pp | 116.85%-102.0pp |
| Employer contribution / active EE | $2,424 | $3,915-38.1% | $6,162-60.7% | $2,427-0.1% |
| Participant deferral / active EE | $2,847 | $6,395-55.5% | $8,221-65.4% | $4,046-29.6% |
| Admin fee / account holder | $176 | $651-73.0% | $12,045-98.5% | $626-72.0% |