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 5-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 | $6,863 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,649 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,056 | $88,634+62.5% | $101,326+42.2% | $74,304+93.9% |
| Participation rate | 95.6% | 76.9%+18.8pp | 81.5%+14.1pp | 60.3%+35.3pp |
| Annual return | 16.25% | 33.10%-16.8pp | 36.82%-20.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $3,164 | $2,930+8.0% | $3,665-13.7% | $2,241+41.2% |
| Participant deferral / active EE | $11,455 | $7,322+56.4% | $7,994+43.3% | $3,767+204.1% |
| Admin fee / account holder | $56 | $2,425-97.7% | $11,185-99.5% | $2,969-98.1% |