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 10-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 | $69,307 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,004 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,985 | $33,826+12.3% | $88,538-57.1% | $67,579-43.8% |
| Participation rate | 70.5% | 64.6%+5.9pp | 68.7%+1.8pp | 71.3%-0.7pp |
| Annual return | 23.07% | 68.24%-45.2pp | 43.64%-20.6pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2,391 | $1,232+94.0% | $2,098+13.9% | $2,148+11.3% |
| Participant deferral / active EE | $2,423 | $2,089+16.0% | $2,914-16.9% | $3,539-31.5% |
| Admin fee / account holder | $85 | $134-36.7% | $4,310-98.0% | $142-40.5% |