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 | $46,187 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,936 | $34,934+123.1% | $56,411+38.2% | $74,495+4.6% |
| Participation rate | 79.9% | 32.8%+47.0pp | 52.5%+27.4pp | 67.2%+12.7pp |
| Annual return | 16.61% | 25.94%-9.3pp | 1701.33%-1684.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $3,839 | $609+530.4% | $1,039+269.7% | $2,623+46.4% |
| Participant deferral / active EE | $5,952 | $1,170+408.6% | $1,952+204.9% | $4,346+37.0% |
| Admin fee / account holder | $175 | $2,364-92.6% | $2,829-93.8% | $1,942-91.0% |