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 | $65,788 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,854 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,166 | $185,342-31.9% | $111,297+13.4% | $86,799+45.4% |
| Participation rate | 97.0% | 81.0%+16.0pp | 77.3%+19.6pp | 72.3%+24.7pp |
| Annual return | 16.46% | 500.80%-484.3pp | 54.65%-38.2pp | 97.91%-81.4pp |
| Employer contribution / active EE | $2,122 | $2,246-5.5% | $2,731-22.3% | $2,405-11.8% |
| Participant deferral / active EE | $8,011 | $4,458+79.7% | $4,487+78.5% | $4,131+93.9% |
| Admin fee / account holder | $89 | $255-65.0% | $7,964-98.9% | $170-47.3% |