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 | $103,425 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,655 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,899 | $89,282-22.8% | $94,646-27.2% | $74,419-7.4% |
| Participation rate | 83.2% | 82.4%+0.8pp | 80.8%+2.4pp | 70.7%+12.5pp |
| Annual return | 18.34% | 25.96%-7.6pp | 156.71%-138.4pp | 34.38%-16.0pp |
| Employer contribution / active EE | $3,054 | $3,022+1.0% | $3,672-16.8% | $2,637+15.8% |
| Participant deferral / active EE | $12,770 | $8,425+51.6% | $7,418+72.1% | $4,528+182.0% |
| Admin fee / account holder | $69 | $219-68.6% | $7,231-99.1% | $348-80.3% |