See peer percentile detail. $4.99 for your first month.
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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 LLP9+ years Service code 10 · EIN 13-3891517 | Accounting | $132,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,884 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,488 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $28,815 |
ENTERPRISE BANK & TRUST7 years Filed as: FUTURE TECH ENTERPRISE INC Service code 49 · EIN 11-3350196 | Other Services | $6,967 |
CHIPTON-ROSS1 year Filed as: CHIPTON-ROSS INC Service code 13 · EIN 39-1341435 | Contract Administrator | $5,027 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $160,333 | $99,078+61.8% | $96,544+66.1% | $74,419+115.4% |
| Participation rate | 96.3% | 80.7%+15.6pp | 76.0%+20.3pp | 70.7%+25.6pp |
| Annual return | 13.18% | 22.48%-9.3pp | 25.84%-12.7pp | 34.38%-21.2pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $89 | $225-60.5% | $8,252-98.9% | $348-74.5% |