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 | $67,972 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,742 | $89,808+11.1% | $100,391-0.6% | $77,643+28.5% |
| Participation rate | 94.6% | 81.2%+13.4pp | 81.5%+13.1pp | 70.6%+24.1pp |
| Annual return | 21.80% | 20.62%+1.2pp | 49.20%-27.4pp | 31.24%-9.4pp |
| Employer contribution / active EE | $5,401 | $3,039+77.7% | $3,942+37.0% | $2,726+98.1% |
| Participant deferral / active EE | $11,747 | $8,284+41.8% | $8,082+45.3% | $4,647+152.8% |
| Admin fee / account holder | $129 | $174-26.2% | $7,899-98.4% | $430-70.1% |