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 | $39,839 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,079 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,084 | $89,282+7.6% | $94,646+1.5% | $74,419+29.1% |
| Participation rate | 95.3% | 82.4%+12.8pp | 80.8%+14.4pp | 70.7%+24.5pp |
| Annual return | 20.72% | 25.96%-5.2pp | 156.71%-136.0pp | 34.38%-13.7pp |
| Employer contribution / active EE | $3,946 | $3,022+30.5% | $3,672+7.4% | $2,637+49.6% |
| Participant deferral / active EE | $10,765 | $8,425+27.8% | $7,418+45.1% | $4,528+137.7% |
| Admin fee / account holder | $173 | $219-20.8% | $7,231-97.6% | $348-50.2% |