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 27 · EIN 47-1411118 | Advisory (Plan) | $32,951 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,940 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,589 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,318 | $106,028-51.6% | $146,958-65.1% | $77,643-33.9% |
| Participation rate | 95.8% | 78.4%+17.4pp | 82.2%+13.6pp | 70.6%+25.2pp |
| Annual return | 27.30% | 56.73%-29.4pp | 418.34%-391.0pp | 31.24%-3.9pp |
| Employer contribution / active EE | $4,996 | $4,063+23.0% | $4,933+1.3% | $2,726+83.3% |
| Participant deferral / active EE | $10,074 | $7,990+26.1% | $8,070+24.8% | $4,647+116.8% |
| Admin fee / account holder | $221 | $337-34.5% | $12,998-98.3% | $430-48.6% |