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 | $44,240 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,018 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,674 | $101,317-20.4% | $146,958-45.1% | $74,495+8.3% |
| Participation rate | 97.9% | 75.5%+22.4pp | 82.2%+15.8pp | 67.2%+30.7pp |
| Annual return | 19.72% | 8730.91%-8711.2pp | 418.34%-398.6pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $5,634 | $3,810+47.9% | $4,933+14.2% | $2,623+114.8% |
| Participant deferral / active EE | $11,632 | $7,303+59.3% | $8,070+44.1% | $4,346+167.7% |
| Admin fee / account holder | $148 | $1,739-91.5% | $12,998-98.9% | $1,942-92.4% |