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 |
|---|---|---|
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $131,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $119,462 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,272 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN ADVISORS, LLC Service code 10 · EIN 87-2525370 | Accounting | $18,642 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $6,959 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,812 | $144,996+15.7% | $111,297+50.8% | $93,030+80.4% |
| Participation rate | 96.6% | 86.2%+10.5pp | 77.3%+19.3pp | 73.9%+22.7pp |
| Annual return | 13.33% | 18.26%-4.9pp | 54.65%-41.3pp | 158.70%-145.4pp |
| Employer contribution / active EE | $0 | $3,056-100.0% | $2,731-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $0 | $5,587-100.0% | $4,487-100.0% | $4,562-100.0% |
| Admin fee / account holder | $87 | $103-16.0% | $7,964-98.9% | $152-42.7% |