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 | $17,179 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,317 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,929 | $86,655+34.9% | $119,609-2.2% | $66,914+74.7% |
| Participation rate | 97.7% | 75.6%+22.1pp | 79.3%+18.4pp | 69.8%+27.9pp |
| Annual return | -16.78% | -8.00%-8.8pp | -14.97%-1.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $4,661 | $2,536+83.8% | $4,232+10.1% | $2,544+83.2% |
| Participant deferral / active EE | $11,018 | $4,358+152.8% | $5,602+96.7% | $4,237+160.0% |
| Admin fee / account holder | $131 | $755-82.6% | $10,323-98.7% | $593-77.8% |