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 |
|---|---|---|
SQUIRE PATTON BOGGS US LLP2 years Filed as: SQUIRE WEALTH ADVISORS Service code 27 · EIN 87-0343246 | Advisory (Plan) | $48,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,193 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,283 | $89,808-32.9% | $100,391-40.0% | $77,643-22.4% |
| Participation rate | 75.9% | 81.2%-5.3pp | 81.5%-5.5pp | 70.6%+5.4pp |
| Annual return | 22.51% | 20.62%+1.9pp | 49.20%-26.7pp | 31.24%-8.7pp |
| Employer contribution / active EE | $4,077 | $3,039+34.1% | $3,942+3.4% | $2,726+49.6% |
| Participant deferral / active EE | $8,400 | $8,284+1.4% | $8,082+3.9% | $4,647+80.8% |
| Admin fee / account holder | $255 | $174+46.0% | $7,899-96.8% | $430-40.8% |