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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,086 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $60,045 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,113 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,253 | $82,202+1.3% | $125,339-33.6% | $64,808+28.5% |
| Participation rate | 91.5% | 77.9%+13.6pp | 82.4%+9.1pp | 71.5%+20.0pp |
| Annual return | -17.11% | 3.48%-20.6pp | 572.05%-589.2pp | 32.82%-49.9pp |
| Employer contribution / active EE | $3,012 | $3,615-16.7% | $4,814-37.4% | $2,506+20.2% |
| Participant deferral / active EE | $6,712 | $7,175-6.4% | $7,446-9.9% | $4,310+55.7% |
| Admin fee / account holder | $151 | $163-7.5% | $10,010-98.5% | $188-19.6% |