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 | $12,454 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,647 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,792 | $93,182-55.1% | $146,665-71.5% | $79,386-47.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 16.79% | 21.61%-4.8pp | 22.74%-6.0pp | 116.85%-100.1pp |
| Employer contribution / active EE | $1,799 | $2,420-25.6% | $4,136-56.5% | $2,427-25.9% |
| Participant deferral / active EE | $3,586 | $4,169-14.0% | $5,506-34.9% | $4,046-11.4% |
| Admin fee / account holder | $91 | $585-84.5% | $10,280-99.1% | $626-85.5% |