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 9-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 | $9,819 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,225 | $89,436-46.1% | $164,813-70.7% | $77,643-37.9% |
| Participation rate | 89.6% | 78.6%+10.9pp | 78.6%+11.0pp | 70.6%+19.0pp |
| Annual return | 13.94% | 28.83%-14.9pp | 69.93%-56.0pp | 31.24%-17.3pp |
| Employer contribution / active EE | $885 | $2,569-65.5% | $4,341-79.6% | $2,726-67.5% |
| Participant deferral / active EE | $3,465 | $4,897-29.2% | $6,031-42.6% | $4,647-25.4% |
| Admin fee / account holder | $23 | $339-93.1% | $12,690-99.8% | $430-94.6% |