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 6-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 | $46,155 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,898 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $9,699 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,039 | $98,727-29.1% | $113,168-38.1% | $85,563-18.1% |
| Participation rate | 84.0% | 80.8%+3.2pp | 76.6%+7.5pp | 66.0%+18.1pp |
| Annual return | 13.39% | 17.43%-4.0pp | 24.27%-10.9pp | 31.51%-18.1pp |
| Employer contribution / active EE | $2,385 | $2,907-18.0% | $2,975-19.8% | $2,654-10.1% |
| Participant deferral / active EE | $2,894 | $5,424-46.7% | $5,107-43.3% | $4,375-33.9% |
| Admin fee / account holder | $99 | $357-72.3% | $12,068-99.2% | $834-88.1% |