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 8-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 13 · EIN 42-0127290 | Contract Administrator | $95,665 |
Filed as: INVESTEC WEALTH STRATEGIES Service code 27 · EIN 76-0645688 | Advisory (Plan) | $52,731 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,110 | $78,275-9.2% | $109,143-34.8% | $86,799-18.1% |
| Participation rate | 89.2% | 73.8%+15.4pp | 75.9%+13.3pp | 72.3%+16.9pp |
| Annual return | 14.78% | 19.14%-4.4pp | 25.75%-11.0pp | 97.91%-83.1pp |
| Employer contribution / active EE | $1,683 | $3,105-45.8% | $3,722-54.8% | $2,405-30.0% |
| Participant deferral / active EE | $6,167 | $3,641+69.4% | $4,653+32.5% | $4,131+49.3% |
| Admin fee / account holder | $289 | $198+45.6% | $6,752-95.7% | $170+70.5% |