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 | $41,066 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,549 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,244 | $79,171+136.5% | $102,423+82.8% | $74,495+151.4% |
| Participation rate | 94.4% | 74.8%+19.6pp | 76.5%+17.9pp | 67.2%+27.1pp |
| Annual return | 16.21% | 54.93%-38.7pp | 29.32%-13.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $4,933 | $2,362+108.8% | $3,023+63.2% | $2,623+88.1% |
| Participant deferral / active EE | $9,361 | $4,415+112.0% | $5,053+85.3% | $4,346+115.4% |
| Admin fee / account holder | $224 | $2,001-88.8% | $9,451-97.6% | $1,942-88.5% |