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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,482 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,960 |
FRAZIER & DEETER, LLC6 years Filed as: FRAZIER AND DEETER Service code 10 · EIN 58-1433845 | Accounting | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,949 | $52,660+15.7% | $86,612-29.6% | $80,160-24.0% |
| Participation rate | 93.6% | 62.4%+31.2pp | 71.7%+21.9pp | 72.9%+20.7pp |
| Annual return | 19.02% | 24.87%-5.8pp | 591.07%-572.0pp | 40.38%-21.4pp |
| Employer contribution / active EE | $2,674 | $2,140+25.0% | $3,022-11.5% | $2,978-10.2% |
| Participant deferral / active EE | $3,777 | $3,215+17.5% | $4,438-14.9% | $5,017-24.7% |
| Admin fee / account holder | $28 | $113-75.4% | $5,614-99.5% | $145-80.9% |