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 27 · EIN 43-1451524 | Advisory (Plan) | $93,674 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,555 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,861 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,837 | $129,021+57.2% | $184,203+10.1% | $77,643+161.2% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.8%+0.7pp | 70.6%+17.0pp |
| Annual return | 18.28% | 33.27%-15.0pp | 28.81%-10.5pp | 31.24%-13.0pp |
| Employer contribution / active EE | $3,899 | $4,413-11.6% | $6,427-39.3% | $2,726+43.0% |
| Participant deferral / active EE | $16,300 | $7,297+123.4% | $9,131+78.5% | $4,647+250.7% |
| Admin fee / account holder | $131 | $254-48.4% | $13,901-99.1% | $430-69.5% |