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 | $35,902 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,605 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,255 | $47,126+23.6% | $149,673-61.1% | $74,419-21.7% |
| Participation rate | 95.5% | 63.4%+32.1pp | 78.8%+16.7pp | 70.7%+24.7pp |
| Annual return | 17.91% | 22.75%-4.8pp | 134.42%-116.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,772 | $1,905-7.0% | $4,818-63.2% | $2,637-32.8% |
| Participant deferral / active EE | $6,044 | $2,728+121.6% | $5,680+6.4% | $4,528+33.5% |
| Admin fee / account holder | $103 | $343-69.9% | $13,210-99.2% | $348-70.3% |