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 | $118,856 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,242 | $89,282-32.5% | $94,646-36.4% | $74,419-19.0% |
| Participation rate | 94.8% | 82.4%+12.4pp | 80.8%+14.0pp | 70.7%+24.1pp |
| Annual return | 21.40% | 25.96%-4.6pp | 156.71%-135.3pp | 34.38%-13.0pp |
| Employer contribution / active EE | $2,698 | $3,022-10.7% | $3,672-26.5% | $2,637+2.3% |
| Participant deferral / active EE | $9,497 | $8,425+12.7% | $7,418+28.0% | $4,528+109.7% |
| Admin fee / account holder | $110 | $219-49.8% | $7,231-98.5% | $348-68.5% |