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 | $22,696 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,880 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,827 | $82,978-49.6% | $129,995-67.8% | $71,457-41.5% |
| Participation rate | 93.2% | 74.1%+19.1pp | 78.5%+14.7pp | 67.9%+25.3pp |
| Annual return | 24.34% | 20.60%+3.7pp | -137.18%+161.5pp | 28.85%-4.5pp |
| Employer contribution / active EE | $2,839 | $2,622+8.3% | $4,320-34.3% | $2,588+9.7% |
| Participant deferral / active EE | $4,096 | $4,432-7.6% | $5,820-29.6% | $4,289-4.5% |
| Admin fee / account holder | $118 | $1,729-93.2% | $10,614-98.9% | $1,587-92.6% |