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 | $88,703 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,573 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,837 | $47,722+35.9% | $82,719-21.6% | $64,8080% |
| Participation rate | 91.5% | 67.6%+23.9pp | 72.6%+19.0pp | 71.5%+20.1pp |
| Annual return | -17.31% | -13.05%-4.3pp | 701.18%-718.5pp | 32.82%-50.1pp |
| Employer contribution / active EE | $1,940 | $2,179-11.0% | $3,009-35.5% | $2,506-22.6% |
| Participant deferral / active EE | $4,267 | $3,329+28.2% | $4,395-2.9% | $4,310-1.0% |
| Admin fee / account holder | $246 | $143+71.9% | $5,329-95.4% | $188+30.8% |