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) | $41,873 |
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 | $65,939 | $102,553-35.7% | $151,611-56.5% | $66,914-1.5% |
| Participation rate | 96.9% | 85.5%+11.4pp | 87.5%+9.4pp | 69.8%+27.1pp |
| Annual return | -10.31% | -10.82%+0.5pp | 3.33%-13.6pp | 1.58%-11.9pp |
| Employer contribution / active EE | $2,455 | $4,180-41.3% | $6,166-60.2% | $2,544-3.5% |
| Participant deferral / active EE | $2,808 | $6,641-57.7% | $8,363-66.4% | $4,237-33.7% |
| Admin fee / account holder | $167 | $630-73.4% | $11,616-98.6% | $593-71.8% |