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 | $22,392 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,788 | $172,932-0.1% | $119,258+44.9% | $86,799+99.1% |
| Participation rate | 86.7% | 89.4%-2.7pp | 82.7%+4.0pp | 72.3%+14.4pp |
| Annual return | 14.55% | 20.96%-6.4pp | 30.69%-16.1pp | 97.91%-83.4pp |
| Employer contribution / active EE | $2,743 | $5,487-50.0% | $4,384-37.4% | $2,405+14.0% |
| Participant deferral / active EE | $7,833 | $8,466-7.5% | $6,111+28.2% | $4,131+89.6% |
| Admin fee / account holder | $107 | $150-28.8% | $7,226-98.5% | $170-36.9% |