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 | $39,707 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,363 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,024 | $79,013+135.4% | $100,391+85.3% | $74,495+149.7% |
| Participation rate | 98.1% | 79.5%+18.6pp | 81.5%+16.6pp | 67.2%+30.9pp |
| Annual return | 18.21% | 20.41%-2.2pp | 49.20%-31.0pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $8,328 | $3,021+175.6% | $3,942+111.3% | $2,623+217.5% |
| Participant deferral / active EE | $12,497 | $7,760+61.0% | $8,082+54.6% | $4,346+187.6% |
| Admin fee / account holder | $143 | $1,320-89.2% | $7,899-98.2% | $1,942-92.6% |