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 5-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 | $132,100 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,197 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $9,308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,143 | $89,178-3.4% | $91,541-5.9% | $102,872-16.3% |
| Participation rate | 89.0% | 79.7%+9.3pp | 69.8%+19.2pp | 73.0%+15.9pp |
| Annual return | 20.94% | 14.52%+6.4pp | 20.50%+0.4pp | 19.06%+1.9pp |
| Employer contribution / active EE | $3,487 | $3,455+0.9% | $2,505+39.2% | $3,526-1.1% |
| Participant deferral / active EE | $5,482 | $4,657+17.7% | $4,008+36.8% | $5,535-1.0% |
| Admin fee / account holder | $122 | $134-8.9% | $6,956-98.2% | $292-58.2% |