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 |
|---|---|---|
RIDGEWORTH1 year Filed as: KAYNE ANDERSON RUDNICK, Service code 26 · EIN 95-4575414 | Advisory (Participants) | $16,145 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,252 |
Service code 37 · EIN 04-2647786 | Loan Processing | $759 |
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 | $254,426 | $80,968+214.2% | $96,544+163.5% | $75,163+238.5% |
| Participation rate | 92.9% | 71.8%+21.1pp | 76.0%+16.9pp | 67.2%+25.7pp |
| Annual return | 19.90% | 27.06%-7.2pp | 25.84%-5.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $7,117 | $2,282+211.9% | $2,965+140.0% | $2,670+166.6% |
| Participant deferral / active EE | $20,952 | $3,928+433.4% | $4,851+331.9% | $4,125+407.9% |
| Admin fee / account holder | $59 | $6,724-99.1% | $8,252-99.3% | $5,651-99.0% |