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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,488 |
LINDQUIST VON HUSEN & JOYCE LLP1+ years Service code 10 · EIN 94-1250261 | Accounting | $19,300 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,000 |
WELLTH ADVISORY SERVICES LLC1+ years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $7,667 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,643 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,932 | $73,397+26.6% | $178,014-47.8% | $74,546+24.7% |
| Participation rate | 90.9% | 66.6%+24.3pp | 77.1%+13.8pp | 67.2%+23.7pp |
| Annual return | 13.18% | 17.49%-4.3pp | 294.80%-281.6pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $1,228 | $2,217-44.6% | $3,950-68.9% | $2,624-53.2% |
| Participant deferral / active EE | $7,862 | $4,512+74.2% | $6,276+25.3% | $4,347+80.8% |
| Admin fee / account holder | $297 | $1,809-83.6% | $10,362-97.1% | $1,944-84.7% |