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 | $18,406 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,458 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,074 | $100,227+29.8% | $169,993-23.5% | $74,419+74.8% |
| Participation rate | 88.2% | 87.3%+0.9pp | 87.0%+1.2pp | 70.7%+17.5pp |
| Annual return | 29.45% | 66.08%-36.6pp | 53.37%-23.9pp | 34.38%-4.9pp |
| Employer contribution / active EE | $7,084 | $4,263+66.2% | $6,785+4.4% | $2,637+168.6% |
| Participant deferral / active EE | $10,568 | $7,143+48.0% | $10,408+1.5% | $4,528+133.4% |
| Admin fee / account holder | $61 | $234-73.8% | $12,815-99.5% | $348-82.4% |