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) | $44,791 |
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 | $72,494 | $130,194-44.3% | $169,993-57.4% | $71,457+1.5% |
| Participation rate | 99.5% | 86.1%+13.3pp | 87.0%+12.5pp | 67.9%+31.6pp |
| Annual return | 15.33% | 20.37%-5.0pp | 53.37%-38.0pp | 28.85%-13.5pp |
| Employer contribution / active EE | $2,617 | $4,381-40.3% | $6,785-61.4% | $2,588+1.1% |
| Participant deferral / active EE | $2,886 | $6,923-58.3% | $10,408-72.3% | $4,289-32.7% |
| Admin fee / account holder | $157 | $966-83.8% | $12,815-98.8% | $1,587-90.1% |