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 | $21,895 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,586 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,462 | $100,923+95.7% | $150,045+31.6% | $74,304+165.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 18.11% | 51.77%-33.7pp | 62.55%-44.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $10,492 | $3,463+202.9% | $4,693+123.6% | $2,241+368.1% |
| Participant deferral / active EE | $11,790 | $6,709+75.7% | $7,997+47.4% | $3,767+212.9% |
| Admin fee / account holder | $96 | $2,767-96.5% | $13,435-99.3% | $2,969-96.8% |