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 | $41,466 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $552 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,265 | $106,028-32.8% | $146,958-51.5% | $77,643-8.2% |
| Participation rate | 80.3% | 78.4%+1.9pp | 82.2%-1.9pp | 70.6%+9.7pp |
| Annual return | 21.17% | 56.73%-35.6pp | 418.34%-397.2pp | 31.24%-10.1pp |
| Employer contribution / active EE | $4,368 | $4,063+7.5% | $4,933-11.4% | $2,726+60.3% |
| Participant deferral / active EE | $9,833 | $7,990+23.1% | $8,070+21.9% | $4,647+111.6% |
| Admin fee / account holder | $84 | $337-75.2% | $12,998-99.4% | $430-80.6% |