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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $98,753 |
Service code 37 · EIN 04-2647786 | Loan Processing | $83,878 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN ADVISORS Service code 16 · EIN 82-1364595 | Consulting | $16,250 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $11,550 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,698 | $122,186+119.1% | $146,958+82.2% | $199,593+34.1% |
| Participation rate | 98.0% | 78.3%+19.7pp | 82.2%+15.9pp | 72.0%+26.0pp |
| Annual return | 16.30% | 30.56%-14.3pp | 418.34%-402.0pp | 34.25%-18.0pp |
| Employer contribution / active EE | $10,476 | $4,093+155.9% | $4,933+112.4% | $3,034+245.2% |
| Participant deferral / active EE | $16,567 | $8,502+94.9% | $8,070+105.3% | $5,087+225.7% |
| Admin fee / account holder | $162 | $179-9.1% | $12,998-98.8% | $269-39.6% |