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 | $51,834 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,014 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,807 | $102,553-2.7% | $151,611-34.2% | $66,914+49.2% |
| Participation rate | 98.0% | 85.5%+12.5pp | 87.5%+10.5pp | 69.8%+28.2pp |
| Annual return | -15.41% | -10.82%-4.6pp | 3.33%-18.7pp | 1.58%-17.0pp |
| Employer contribution / active EE | $6,315 | $4,180+51.1% | $6,166+2.4% | $2,544+148.2% |
| Participant deferral / active EE | $13,160 | $6,641+98.2% | $8,363+57.3% | $4,237+210.6% |
| Admin fee / account holder | $176 | $630-72.1% | $11,616-98.5% | $593-70.4% |