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 | $74,404 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,449 | $92,090-2.9% | $106,201-15.8% | $77,671+15.2% |
| Participation rate | 87.4% | 81.0%+6.4pp | 75.3%+12.1pp | 70.6%+16.8pp |
| Annual return | 12.04% | 17.89%-5.8pp | 116.26%-104.2pp | 31.21%-19.2pp |
| Employer contribution / active EE | $1,605 | $3,368-52.3% | $3,170-49.4% | $2,726-41.1% |
| Participant deferral / active EE | $3,159 | $5,386-41.4% | $5,012-37.0% | $4,648-32.0% |
| Admin fee / account holder | $99 | $219-54.7% | $11,039-99.1% | $430-76.9% |