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) | $45,177 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,604 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,496 | $56,638+42.1% | $169,368-52.5% | $74,419+8.2% |
| Participation rate | 96.9% | 67.5%+29.4pp | 77.1%+19.7pp | 70.7%+26.2pp |
| Annual return | 20.70% | 24.75%-4.0pp | 405.60%-384.9pp | 34.38%-13.7pp |
| Employer contribution / active EE | $2,846 | $2,027+40.4% | $4,013-29.1% | $2,637+7.9% |
| Participant deferral / active EE | $6,683 | $4,223+58.3% | $6,221+7.4% | $4,528+47.6% |
| Admin fee / account holder | $92 | $307-69.8% | $9,003-99.0% | $348-73.4% |