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 5-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 | $17,618 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,289 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,040 | $122,239-58.2% | $184,203-72.3% | $74,495-31.5% |
| Participation rate | 77.8% | 85.5%-7.7pp | 86.8%-9.0pp | 67.2%+10.6pp |
| Annual return | 18.06% | 19.95%-1.9pp | 28.81%-10.8pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $4,714 | $4,537+3.9% | $6,427-26.7% | $2,623+79.7% |
| Participant deferral / active EE | $11,464 | $7,139+60.6% | $9,131+25.6% | $4,346+163.8% |
| Admin fee / account holder | $69 | $1,260-94.5% | $13,901-99.5% | $1,942-96.4% |