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 4-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 37 · EIN 04-2647786 | Loan Processing | $556,850 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $170,063 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $26,250 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,442 | $96,188-33.0% | $75,972-15.2% | $99,062-34.9% |
| Participation rate | 93.3% | 72.7%+20.6pp | 69.1%+24.3pp | 71.6%+21.7pp |
| Annual return | 13.91% | 16.48%-2.6pp | 359.55%-345.6pp | 17.66%-3.8pp |
| Employer contribution / active EE | $1,877 | $3,167-40.7% | $2,685-30.1% | $3,262-42.5% |
| Participant deferral / active EE | $6,452 | $4,842+33.2% | $4,255+51.6% | $5,331+21.0% |
| Admin fee / account holder | $91 | $87+4.4% | $6,467-98.6% | $109-16.3% |