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 | $66,556 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,007 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,916 | $99,078+9.9% | $96,544+12.8% | $74,419+46.4% |
| Participation rate | 97.1% | 80.7%+16.5pp | 76.0%+21.2pp | 70.7%+26.4pp |
| Annual return | 19.81% | 22.48%-2.7pp | 25.84%-6.0pp | 34.38%-14.6pp |
| Employer contribution / active EE | $3,994 | $2,570+55.4% | $2,965+34.7% | $2,637+51.4% |
| Participant deferral / active EE | $8,922 | $4,933+80.9% | $4,851+83.9% | $4,528+97.0% |
| Admin fee / account holder | $86 | $225-61.8% | $8,252-99.0% | $348-75.3% |