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 | $138,602 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,657 | $78,781-42.0% | $100,516-54.6% | $73,409-37.8% |
| Participation rate | 98.7% | 80.0%+18.7pp | 79.4%+19.3pp | 72.2%+26.5pp |
| Annual return | 20.33% | 31.69%-11.4pp | 30.89%-10.6pp | 59.29%-39.0pp |
| Employer contribution / active EE | $2,280 | $2,420-5.8% | $3,418-33.3% | $2,234+2.1% |
| Participant deferral / active EE | $7,599 | $6,537+16.2% | $6,270+21.2% | $3,805+99.7% |
| Admin fee / account holder | $152 | $145+4.4% | $8,081-98.1% | $158-3.9% |