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 | $50,646 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,779 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,560 | $106,028+6.2% | $146,958-23.4% | $77,643+45.0% |
| Participation rate | 74.6% | 78.4%-3.8pp | 82.2%-7.6pp | 70.6%+4.0pp |
| Annual return | 24.28% | 56.73%-32.4pp | 418.34%-394.1pp | 31.24%-7.0pp |
| Employer contribution / active EE | $2,374 | $4,063-41.6% | $4,933-51.9% | $2,726-12.9% |
| Participant deferral / active EE | $9,353 | $7,990+17.1% | $8,070+15.9% | $4,647+101.3% |
| Admin fee / account holder | $144 | $337-57.3% | $12,998-98.9% | $430-66.5% |