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 |
|---|---|---|
SG ADVISORS1 year Service code 99 · EIN 82-2963222 | Other Fees | $32,038 |
Filed as: ALDRICH RETIREMENT SOLUTIONS, LTD Service code 49 680 HAWTHRONE AVE SE · SALEM, OR 97301 | Other Services | $10,236 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,946 | $89,355+89.1% | $141,162+19.7% | $72,985+131.5% |
| Participation rate | 94.3% | 75.1%+19.1pp | 82.5%+11.8pp | 69.5%+24.8pp |
| Annual return | 20.39% | 111.85%-91.5pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $5,534 | $3,114+77.7% | $4,735+16.9% | $2,440+126.8% |
| Participant deferral / active EE | $8,900 | $5,418+64.3% | $6,709+32.7% | $3,607+146.7% |
| Admin fee / account holder | $9 | $5,958-99.9% | $10,261-99.9% | $5,124-99.8% |