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 | $35,377 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,829 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,302 | $56,503+74.0% | $70,092+40.2% | $64,808+51.7% |
| Participation rate | 71.8% | 70.5%+1.3pp | 70.5%+1.3pp | 71.5%+0.3pp |
| Annual return | -14.24% | -13.44%-0.8pp | 190.73%-205.0pp | 32.82%-47.1pp |
| Employer contribution / active EE | $2,792 | $2,046+36.4% | $2,559+9.1% | $2,506+11.4% |
| Participant deferral / active EE | $5,331 | $3,389+57.3% | $3,849+38.5% | $4,310+23.7% |
| Admin fee / account holder | $182 | $160+13.5% | $6,267-97.1% | $188-3.1% |