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 6-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 | $11,414 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,322 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,216 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,949 | $119,446-65.7% | $150,045-72.7% | $85,563-52.1% |
| Participation rate | 83.5% | 75.4%+8.1pp | 82.3%+1.2pp | 66.0%+17.6pp |
| Annual return | 17.77% | 23.72%-6.0pp | 62.55%-44.8pp | 31.51%-13.7pp |
| Employer contribution / active EE | $1,238 | $4,078-69.6% | $4,693-73.6% | $2,654-53.3% |
| Participant deferral / active EE | $5,431 | $7,985-32.0% | $7,997-32.1% | $4,375+24.1% |
| Admin fee / account holder | $49 | $548-91.1% | $13,435-99.6% | $834-94.2% |