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 27 · EIN 43-3764090 | Advisory (Plan) | $24,022 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,322 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,847 | $91,372+107.8% | $129,995+46.0% | $74,419+155.1% |
| Participation rate | 97.1% | 77.8%+19.3pp | 78.5%+18.6pp | 70.7%+26.4pp |
| Annual return | 20.47% | 23.21%-2.7pp | -137.18%+157.6pp | 34.38%-13.9pp |
| Employer contribution / active EE | $7,795 | $2,563+204.1% | $4,320+80.5% | $2,637+195.6% |
| Participant deferral / active EE | $10,266 | $4,721+117.5% | $5,820+76.4% | $4,528+126.7% |
| Admin fee / account holder | $101 | $283-64.4% | $10,614-99.0% | $348-71.0% |