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 9-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 27 · EIN 43-1451524 | Advisory (Plan) | $41,148 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,761 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,943 | $89,808-25.5% | $100,391-33.3% | $77,643-13.8% |
| Participation rate | 98.6% | 81.2%+17.4pp | 81.5%+17.1pp | 70.6%+28.0pp |
| Annual return | 15.42% | 20.62%-5.2pp | 49.20%-33.8pp | 31.24%-15.8pp |
| Employer contribution / active EE | $4,010 | $3,039+32.0% | $3,942+1.7% | $2,726+47.1% |
| Participant deferral / active EE | $10,240 | $8,284+23.6% | $8,082+26.7% | $4,647+120.4% |
| Admin fee / account holder | $162 | $174-7.0% | $7,899-97.9% | $430-62.3% |