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 3-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 | $50,809 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,246 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,980 | $62,688+0.5% | $178,014-64.6% | $77,671-18.9% |
| Participation rate | 96.7% | 66.9%+29.8pp | 77.1%+19.6pp | 70.6%+26.2pp |
| Annual return | 16.24% | 16.16%+0.1pp | 294.80%-278.6pp | 31.21%-15.0pp |
| Employer contribution / active EE | $2,335 | $1,912+22.1% | $3,950-40.9% | $2,726-14.4% |
| Participant deferral / active EE | $5,577 | $4,224+32.0% | $6,276-11.1% | $4,648+20.0% |
| Admin fee / account holder | $81 | $386-79.0% | $10,362-99.2% | $430-81.2% |