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 |
|---|---|---|
WRIGHT FORD YOUNG & CO5 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $9,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,291 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,797 | $76,050+457.3% | $96,544+339.0% | $71,457+493.1% |
| Participation rate | 96.0% | 74.4%+21.6pp | 76.0%+20.0pp | 67.9%+28.1pp |
| Annual return | 18.15% | 22.81%-4.7pp | 25.84%-7.7pp | 28.85%-10.7pp |
| Employer contribution / active EE | $3,481 | $2,244+55.1% | $2,965+17.4% | $2,588+34.5% |
| Participant deferral / active EE | $10,808 | $4,215+156.4% | $4,851+122.8% | $4,289+152.0% |
| Admin fee / account holder | $76 | $2,707-97.2% | $8,252-99.1% | $1,587-95.2% |