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) | $45,545 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,242 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$88,506 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,322 | $89,436+127.3% | $164,813+23.4% | $77,643+161.9% |
| Participation rate | 95.0% | 78.6%+16.4pp | 78.6%+16.4pp | 70.6%+24.5pp |
| Annual return | 30.61% | 28.83%+1.8pp | 69.93%-39.3pp | 31.24%-0.6pp |
| Employer contribution / active EE | $3,707 | $2,569+44.3% | $4,341-14.6% | $2,726+36.0% |
| Participant deferral / active EE | $9,841 | $4,897+101.0% | $6,031+63.2% | $4,647+111.8% |
| Admin fee / account holder | $135 | $339-60.3% | $12,690-98.9% | $430-68.7% |