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 9-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 | $13,933 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,431 | $42,886+47.9% | $88,946-28.7% | $85,563-25.9% |
| Participation rate | 90.2% | 37.9%+52.3pp | 68.8%+21.4pp | 66.0%+24.3pp |
| Annual return | 21.69% | 44.56%-22.9pp | 57.82%-36.1pp | 31.51%-9.8pp |
| Employer contribution / active EE | $2,084 | $1,147+81.7% | $2,555-18.4% | $2,654-21.5% |
| Participant deferral / active EE | $3,523 | $2,108+67.1% | $4,581-23.1% | $4,375-19.5% |
| Admin fee / account holder | $46 | $2,263-98.0% | $8,261-99.4% | $834-94.5% |