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 | $48,857 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,372 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,383 | $108,549+81.8% | $156,263+26.3% | $85,563+130.7% |
| Participation rate | 99.6% | 77.1%+22.5pp | 78.9%+20.7pp | 66.0%+33.7pp |
| Annual return | 15.07% | 21.79%-6.7pp | 59.47%-44.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $6,495 | $2,690+141.5% | $4,333+49.9% | $2,654+144.8% |
| Participant deferral / active EE | $9,609 | $4,800+100.2% | $6,158+56.0% | $4,375+119.6% |
| Admin fee / account holder | $173 | $650-73.4% | $14,255-98.8% | $834-79.3% |