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 | $102,816 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,857 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,154 | $64,612-30.1% | $86,436-47.8% | $64,808-30.3% |
| Participation rate | 94.5% | 81.5%+13.0pp | 80.3%+14.2pp | 71.5%+23.0pp |
| Annual return | -5.79% | 0.66%-6.4pp | 4394.89%-4400.7pp | 32.82%-38.6pp |
| Employer contribution / active EE | $2,249 | $2,744-18.0% | $3,769-40.3% | $2,506-10.2% |
| Participant deferral / active EE | $7,673 | $7,497+2.3% | $6,952+10.4% | $4,310+78.0% |
| Admin fee / account holder | $92 | $169-45.5% | $6,731-98.6% | $188-50.9% |