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 | $6,490 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,312 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,403 | $65,435+143.6% | $86,677+83.9% | $66,914+138.2% |
| Participation rate | 73.8% | 75.5%-1.7pp | 76.6%-2.8pp | 69.8%+3.9pp |
| Annual return | -17.62% | -10.89%-6.7pp | 35.91%-53.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,444 | $2,153+13.5% | $2,836-13.8% | $2,544-3.9% |
| Participant deferral / active EE | $4,745 | $4,100+15.7% | $4,656+1.9% | $4,237+12.0% |
| Admin fee / account holder | $94 | $642-85.3% | $7,493-98.7% | $593-84.1% |