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 8-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 | $39,230 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,897 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,097 | $101,317-20.0% | $146,958-44.8% | $74,495+8.9% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+15.0pp | 67.2%+29.9pp |
| Annual return | 24.86% | 8730.91%-8706.1pp | 418.34%-393.5pp | 1364.94%-1340.1pp |
| Employer contribution / active EE | $2,443 | $3,810-35.9% | $4,933-50.5% | $2,623-6.9% |
| Participant deferral / active EE | $17,394 | $7,303+138.2% | $8,070+115.5% | $4,346+300.2% |
| Admin fee / account holder | $196 | $1,739-88.7% | $12,998-98.5% | $1,942-89.9% |