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 |
|---|---|---|
Filed as: MACROVIEW INVESTMENT MANAGEMENT LL Service code 27 · EIN 26-4133685 | Advisory (Plan) | $45,274 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,753 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,260 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,297 | $50,458+33.4% | $159,960-57.9% | $64,808+3.8% |
| Participation rate | 96.0% | 68.0%+28.0pp | 78.0%+18.1pp | 71.5%+24.6pp |
| Annual return | -19.10% | -13.42%-5.7pp | 408.60%-427.7pp | 32.82%-51.9pp |
| Employer contribution / active EE | $3,025 | $1,722+75.6% | $4,226-28.4% | $2,506+20.7% |
| Participant deferral / active EE | $7,190 | $4,004+79.6% | $6,182+16.3% | $4,310+66.8% |
| Admin fee / account holder | $113 | $706-84.0% | $8,698-98.7% | $188-39.8% |