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 | $17,992 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,439 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,093 | $77,660+68.8% | $109,143+20.1% | $79,386+65.1% |
| Participation rate | 92.6% | 67.8%+24.8pp | 75.9%+16.8pp | 70.7%+21.9pp |
| Annual return | 12.49% | 23.44%-10.9pp | 25.75%-13.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $3,421 | $2,797+22.3% | $3,722-8.1% | $2,427+40.9% |
| Participant deferral / active EE | $8,949 | $3,518+154.4% | $4,653+92.3% | $4,046+121.2% |
| Admin fee / account holder | $102 | $732-86.1% | $6,752-98.5% | $626-83.7% |