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 | $184,631 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,142 | $128,899-35.5% | $113,168-26.5% | $102,872-19.2% |
| Participation rate | 93.6% | 87.0%+6.5pp | 76.6%+17.0pp | 73.0%+20.5pp |
| Annual return | 16.74% | 15.88%+0.9pp | 24.27%-7.5pp | 19.06%-2.3pp |
| Employer contribution / active EE | $3,624 | $3,713-2.4% | $2,975+21.8% | $3,526+2.8% |
| Participant deferral / active EE | $7,273 | $6,787+7.2% | $5,107+42.4% | $5,535+31.4% |
| Admin fee / account holder | $90 | $129-30.7% | $12,068-99.3% | $292-69.3% |