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 9-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 | $6,900 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,313 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,396 | $79,171-43.9% | $102,423-56.7% | $74,495-40.4% |
| Participation rate | 80.5% | 74.8%+5.7pp | 76.5%+4.0pp | 67.2%+13.3pp |
| Annual return | 16.72% | 54.93%-38.2pp | 29.32%-12.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,485 | $2,362-37.1% | $3,023-50.9% | $2,623-43.4% |
| Participant deferral / active EE | $3,871 | $4,415-12.3% | $5,053-23.4% | $4,346-10.9% |
| Admin fee / account holder | $62 | $2,001-96.9% | $9,451-99.3% | $1,942-96.8% |