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 | $53,062 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,082 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,032 | $79,519+49.7% | $95,952+24.1% | $73,409+62.1% |
| Participation rate | 97.9% | 81.2%+16.7pp | 77.1%+20.8pp | 72.2%+25.7pp |
| Annual return | 15.89% | 19.20%-3.3pp | 91.61%-75.7pp | 59.29%-43.4pp |
| Employer contribution / active EE | $2,171 | $2,048+6.0% | $2,541-14.6% | $2,234-2.8% |
| Participant deferral / active EE | $8,028 | $4,138+94.0% | $4,167+92.7% | $3,805+111.0% |
| Admin fee / account holder | $69 | $184-62.7% | $6,795-99.0% | $158-56.5% |