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 | $295,021 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,568 | $102,389+4.1% | $100,516+6.0% | $90,288+18.0% |
| Participation rate | 96.3% | 84.0%+12.3pp | 79.4%+16.9pp | 73.4%+22.9pp |
| Annual return | 15.86% | 22.50%-6.6pp | 30.89%-15.0pp | 53.97%-38.1pp |
| Employer contribution / active EE | $1,183 | $3,056-61.3% | $3,418-65.4% | $2,524-53.1% |
| Participant deferral / active EE | $7,097 | $7,514-5.6% | $6,270+13.2% | $4,232+67.7% |
| Admin fee / account holder | $66 | $83-20.2% | $8,081-99.2% | $114-41.7% |