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 | $116,081-34.6% | $156,181-51.4% | $79,634-4.6% |
| Participation rate | 76.9% | 75.6%+1.3pp | 78.8%-1.9pp | 62.5%+14.4pp |
| Annual return | 20.16% | 15.89%+4.3pp | 64.87%-44.7pp | 36.46%-16.3pp |
| Employer contribution / active EE | $1,521 | $2,828-46.2% | $4,294-64.6% | $2,529-39.9% |
| Participant deferral / active EE | $4,547 | $4,584-0.8% | $6,132-25.8% | $3,835+18.6% |
| Admin fee / account holder | $91 | $854-89.3% | $14,586-99.4% | $1,002-90.9% |