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 | $3,682 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,930 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,504 | $89,248+140.3% | $136,007+57.7% | $74,495+187.9% |
| Participation rate | 96.0% | 69.4%+26.6pp | 76.5%+19.6pp | 67.2%+28.8pp |
| Annual return | 11.13% | 22.76%-11.6pp | 579.32%-568.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $7,438 | $2,838+162.1% | $4,217+76.4% | $2,623+183.6% |
| Participant deferral / active EE | $10,704 | $4,598+132.8% | $7,025+52.4% | $4,346+146.3% |
| Admin fee / account holder | $46 | $1,545-97.0% | $6,858-99.3% | $1,942-97.6% |