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 | $46,511 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,747 | $46,292+16.1% | $143,757-62.6% | $64,808-17.1% |
| Participation rate | 97.2% | 64.2%+33.0pp | 80.3%+16.9pp | 71.5%+25.8pp |
| Annual return | -16.60% | -10.05%-6.5pp | -0.04%-16.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,681 | $1,910-12.0% | $4,951-66.0% | $2,506-32.9% |
| Participant deferral / active EE | $6,095 | $2,646+130.4% | $5,637+8.1% | $4,310+41.4% |
| Admin fee / account holder | $130 | $154-15.4% | $14,673-99.1% | $188-30.7% |