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 | $15,994 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,218 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,966 | $72,254-17.0% | $86,677-30.8% | $64,808-7.5% |
| Participation rate | 71.3% | 80.4%-9.1pp | 76.6%-5.3pp | 71.5%-0.1pp |
| Annual return | -16.39% | 392.42%-408.8pp | 35.91%-52.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $2,733 | $2,393+14.2% | $2,836-3.6% | $2,506+9.1% |
| Participant deferral / active EE | $5,928 | $4,658+27.3% | $4,656+27.3% | $4,310+37.5% |
| Admin fee / account holder | $45 | $174-74.2% | $7,493-99.4% | $188-76.1% |