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 4-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $894,980 |
Service code 37 · EIN 04-2647786 | Loan Processing | $465,203 |
NEPC, LLC3 years Service code 16 · EIN 26-1429809 | Consulting | $160,000 |
KILPATRICK TOWNSEND4+ years Service code 29 · EIN 58-0511774 | Legal | $47,082 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO & COMPANY Service code 16 · EIN 47-5324570 | Consulting | $37,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,134 | $42,127+408.3% | $84,966+152.0% | $106,382+101.3% |
| Participation rate | 87.9% | 36.6%+51.3pp | 67.5%+20.4pp | 69.9%+18.0pp |
| Annual return | 15.29% | 36.21%-20.9pp | 66.38%-51.1pp | 17.37%-2.1pp |
| Employer contribution / active EE | $2,739 | $825+231.9% | $2,727+0.4% | $3,364-18.6% |
| Participant deferral / active EE | $7,611 | $2,066+268.4% | $4,519+68.4% | $5,569+36.7% |
| Admin fee / account holder | $118 | $114+3.7% | $6,149-98.1% | $79+48.5% |