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 8-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 | $168,310 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,320 | $67,512-12.1% | $185,823-68.1% | $93,030-36.2% |
| Participation rate | 98.5% | 67.1%+31.4pp | 81.7%+16.8pp | 73.9%+24.6pp |
| Annual return | 14.44% | 21.04%-6.6pp | 122.05%-107.6pp | 158.70%-144.3pp |
| Employer contribution / active EE | $1,927 | $1,783+8.1% | $5,167-62.7% | $2,706-28.8% |
| Participant deferral / active EE | $3,704 | $3,035+22.0% | $5,568-33.5% | $4,562-18.8% |
| Admin fee / account holder | $104 | $318-67.1% | $16,237-99.4% | $152-31.2% |