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 | $54,569 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,723 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,942 | $108,549-30.0% | $156,263-51.4% | $85,563-11.2% |
| Participation rate | 76.9% | 77.1%-0.2pp | 78.9%-2.0pp | 66.0%+10.9pp |
| Annual return | 20.16% | 21.79%-1.6pp | 59.47%-39.3pp | 31.51%-11.3pp |
| Employer contribution / active EE | $1,521 | $2,690-43.4% | $4,333-64.9% | $2,654-42.7% |
| Participant deferral / active EE | $4,547 | $4,800-5.3% | $6,158-26.2% | $4,375+3.9% |
| Admin fee / account holder | $91 | $650-86.0% | $14,255-99.4% | $834-89.1% |