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 | $8,975 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,301 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,964 | $50,458-50.5% | $159,960-84.4% | $64,808-61.5% |
| Participation rate | 96.8% | 68.0%+28.7pp | 78.0%+18.8pp | 71.5%+25.3pp |
| Annual return | -15.06% | -13.42%-1.6pp | 408.60%-423.7pp | 32.82%-47.9pp |
| Employer contribution / active EE | $561 | $1,722-67.4% | $4,226-86.7% | $2,506-77.6% |
| Participant deferral / active EE | $4,238 | $4,004+5.8% | $6,182-31.5% | $4,310-1.7% |
| Admin fee / account holder | $13 | $706-98.2% | $8,698-99.9% | $188-93.2% |