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 | $64,544 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,478 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,827 | $81,908-5.0% | $90,749-14.2% | $64,808+20.1% |
| Participation rate | 76.7% | 80.5%-3.8pp | 75.7%+1.0pp | 71.5%+5.2pp |
| Annual return | -15.56% | -12.53%-3.0pp | -12.16%-3.4pp | 32.82%-48.4pp |
| Employer contribution / active EE | $4,735 | $3,065+54.5% | $2,921+62.1% | $2,506+89.0% |
| Participant deferral / active EE | $14,007 | $4,840+189.4% | $4,564+206.9% | $4,310+225.0% |
| Admin fee / account holder | $81 | $157-48.4% | $8,445-99.0% | $188-56.9% |