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 | $50,705 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,298 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,540 | $50,820-26.1% | $155,567-75.9% | $77,671-51.7% |
| Participation rate | 94.1% | 63.1%+31.0pp | 78.2%+15.9pp | 70.6%+23.5pp |
| Annual return | 15.63% | 34.85%-19.2pp | 64.74%-49.1pp | 31.21%-15.6pp |
| Employer contribution / active EE | $1,069 | $1,993-46.3% | $4,674-77.1% | $2,726-60.8% |
| Participant deferral / active EE | $4,265 | $2,823+51.1% | $5,628-24.2% | $4,648-8.2% |
| Admin fee / account holder | $65 | $436-85.2% | $15,916-99.6% | $430-85.0% |