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 | $241,900 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $72,891 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,949 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,833 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,143 | $84,000-39.1% | $119,609-57.2% | $77,904-34.4% |
| Participation rate | 92.2% | 77.8%+14.4pp | 79.3%+12.9pp | 73.7%+18.5pp |
| Annual return | -15.41% | -11.59%-3.8pp | -14.97%-0.4pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,922 | $2,907-33.9% | $4,232-54.6% | $2,848-32.5% |
| Participant deferral / active EE | $5,535 | $4,705+17.6% | $5,602-1.2% | $4,806+15.2% |
| Admin fee / account holder | $122 | $116+5.4% | $10,323-98.8% | $133-7.9% |