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 | $75,006 |
Service code 27 · EIN 91-1802259 | Advisory (Plan) | $74,847 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,304 | $110,299-27.2% | $102,423-21.6% | $199,593-59.8% |
| Participation rate | 76.9% | 86.3%-9.4pp | 76.5%+0.4pp | 72.0%+4.9pp |
| Annual return | 13.30% | 35.73%-22.4pp | 29.32%-16.0pp | 34.25%-21.0pp |
| Employer contribution / active EE | $2,304 | $3,603-36.1% | $3,023-23.8% | $3,034-24.1% |
| Participant deferral / active EE | $3,534 | $6,376-44.6% | $5,053-30.1% | $5,087-30.5% |
| Admin fee / account holder | $70 | $122-43.1% | $9,451-99.3% | $269-74.1% |