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 | $48,458 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,489 |
Filed as: CAP STRAT ADVISORY Service code 16 · EIN 26-4789150 | Consulting | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,246 | $114,195+5.3% | $106,548+12.9% | $93,030+29.3% |
| Participation rate | 95.3% | 86.4%+8.9pp | 76.1%+19.2pp | 73.9%+21.4pp |
| Annual return | 13.13% | 22.18%-9.0pp | 26.80%-13.7pp | 158.70%-145.6pp |
| Employer contribution / active EE | $3,237 | $4,009-19.3% | $2,819+14.8% | $2,706+19.6% |
| Participant deferral / active EE | $7,638 | $5,908+29.3% | $4,398+73.7% | $4,562+67.4% |
| Admin fee / account holder | $63 | $105-40.2% | $7,407-99.2% | $152-58.7% |