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 8-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 | $46,032 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,073 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,202 | $89,436+106.0% | $164,813+11.8% | $77,643+137.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 28.67% | 28.83%-0.2pp | 69.93%-41.3pp | 31.24%-2.6pp |
| Employer contribution / active EE | $5,901 | $2,569+129.7% | $4,341+35.9% | $2,726+116.5% |
| Participant deferral / active EE | $9,010 | $4,897+84.0% | $6,031+49.4% | $4,647+93.9% |
| Admin fee / account holder | $170 | $339-50.0% | $12,690-98.7% | $430-60.5% |