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 | $161,969 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,455 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $45,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,956 | $122,186-41.1% | $146,958-51.0% | $199,593-63.9% |
| Participation rate | 70.4% | 78.3%-7.9pp | 82.2%-11.8pp | 72.0%-1.6pp |
| Annual return | 16.77% | 30.56%-13.8pp | 418.34%-401.6pp | 34.25%-17.5pp |
| Employer contribution / active EE | $2,919 | $4,093-28.7% | $4,933-40.8% | $3,034-3.8% |
| Participant deferral / active EE | $7,256 | $8,502-14.7% | $8,070-10.1% | $5,087+42.6% |
| Admin fee / account holder | $154 | $179-14.0% | $12,998-98.8% | $269-42.8% |