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 | $285,160 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $173,495 |
BUCK GLOBAL, LLC6 years Filed as: BUCK GLOBAL LLC Service code 16 · EIN 83-1116912 | Consulting | $87,465 |
WITHUMSMITH+BROWN, PC4 years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $46,550 |
FOLEY & LARDNER LLP4 years Service code 29 · EIN 39-0473800 | Legal | $16,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,909 | $159,391+15.4% | $102,423+79.6% | $99,062+85.7% |
| Participation rate | 96.6% | 88.6%+8.1pp | 76.5%+20.1pp | 71.6%+25.0pp |
| Annual return | 18.55% | 19.03%-0.5pp | 29.32%-10.8pp | 17.66%+0.9pp |
| Employer contribution / active EE | $5,491 | $4,207+30.5% | $3,023+81.6% | $3,262+68.3% |
| Participant deferral / active EE | $8,408 | $7,498+12.1% | $5,053+66.4% | $5,331+57.7% |
| Admin fee / account holder | $79 | $159-50.1% | $9,451-99.2% | $109-27.1% |