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 | $10,935 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,983 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,494 | $82,130+151.4% | $453,369-54.5% | $79,386+160.1% |
| Participation rate | 94.2% | 73.4%+20.8pp | 78.0%+16.2pp | 70.7%+23.5pp |
| Annual return | 12.59% | 345.31%-332.7pp | 64.40%-51.8pp | 116.85%-104.3pp |
| Employer contribution / active EE | $6,231 | $2,659+134.4% | $4,070+53.1% | $2,427+156.7% |
| Participant deferral / active EE | $8,793 | $4,314+103.8% | $6,209+41.6% | $4,046+117.3% |
| Admin fee / account holder | $142 | $531-73.3% | $11,209-98.7% | $626-77.4% |