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 | $55,467 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,346 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,386 | $155,364+20.6% | $103,464+81.1% | $77,671+141.3% |
| Participation rate | 98.0% | 85.5%+12.5pp | 80.5%+17.5pp | 70.6%+27.4pp |
| Annual return | 14.96% | 19.02%-4.1pp | 23.91%-8.9pp | 31.21%-16.2pp |
| Employer contribution / active EE | $10,101 | $5,949+69.8% | $4,677+116.0% | $2,726+270.5% |
| Participant deferral / active EE | $10,631 | $8,482+25.3% | $6,624+60.5% | $4,648+128.7% |
| Admin fee / account holder | $106 | $503-79.0% | $9,410-98.9% | $430-75.4% |