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 6-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 | $36,585 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,476 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,309 | $85,135-2.1% | $98,907-15.8% | $73,409+13.5% |
| Participation rate | 97.4% | 81.1%+16.2pp | 76.0%+21.4pp | 72.2%+25.2pp |
| Annual return | 21.95% | 19.14%+2.8pp | 196.43%-174.5pp | 59.29%-37.3pp |
| Employer contribution / active EE | $4,444 | $2,721+63.3% | $2,689+65.3% | $2,234+99.0% |
| Participant deferral / active EE | $13,389 | $4,349+207.9% | $4,244+215.5% | $3,805+251.8% |
| Admin fee / account holder | $60 | $139-57.3% | $6,642-99.1% | $158-62.3% |