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 ADVISORS2 years Service code 99 · EIN 82-2963222 | Other Fees | $35,740 |
Filed as: ALDRICH RETIREMENT SOLUTIONS, LTD Service code 49 680 HAWTHRONE AVE SE · SALEM, OR 97301 | Other Services | $8,824 |
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 | $196,685 | $98,750+99.2% | $149,696+31.4% | $79,858+146.3% |
| Participation rate | 89.4% | 75.8%+13.6pp | 82.5%+6.9pp | 69.6%+19.7pp |
| Annual return | 14.68% | 27.43%-12.7pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $5,344 | $3,216+66.2% | $4,644+15.1% | $2,471+116.3% |
| Participant deferral / active EE | $9,487 | $5,680+67.0% | $6,842+38.7% | $3,740+153.7% |
| Admin fee / account holder | $9 | $6,053-99.9% | $9,309-99.9% | $5,306-99.8% |