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 |
|---|---|---|
STRATEGIC FINANCIAL GROUP6 years Service code 16 · EIN 35-1984039 | Consulting | $47,264 |
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $5,032 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,085 | $185,342-23.9% | $111,297+26.8% | $86,799+62.5% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 14.92% | 500.80%-485.9pp | 54.65%-39.7pp | 97.91%-83.0pp |
| Employer contribution / active EE | $4,203 | $2,246+87.1% | $2,731+53.9% | $2,405+74.7% |
| Participant deferral / active EE | $7,051 | $4,458+58.2% | $4,487+57.1% | $4,131+70.7% |
| Admin fee / account holder | $116 | $255-54.5% | $7,964-98.5% | $170-31.5% |