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 4-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 | $63,246 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,310 | $71,964-6.5% | $167,512-59.8% | $85,563-21.3% |
| Participation rate | 94.9% | 61.0%+33.9pp | 77.1%+17.8pp | 66.0%+28.9pp |
| Annual return | 18.65% | 18.83%-0.2pp | 1615.79%-1597.1pp | 31.51%-12.9pp |
| Employer contribution / active EE | $2,303 | $1,875+22.8% | $3,882-40.7% | $2,654-13.2% |
| Participant deferral / active EE | $5,379 | $4,110+30.9% | $6,405-16.0% | $4,375+22.9% |
| Admin fee / account holder | $89 | $815-89.0% | $9,769-99.1% | $834-89.3% |