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 | $16,268 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,545 | $56,423+221.8% | $77,163+135.3% | $71,457+154.1% |
| Participation rate | 75.0% | 64.3%+10.7pp | 69.6%+5.4pp | 67.9%+7.1pp |
| Annual return | 15.04% | 19.05%-4.0pp | 37.87%-22.8pp | 28.85%-13.8pp |
| Employer contribution / active EE | $929 | $1,866-50.2% | $2,535-63.3% | $2,588-64.1% |
| Participant deferral / active EE | $8,391 | $3,142+167.1% | $3,833+118.9% | $4,289+95.6% |
| Admin fee / account holder | $107 | $1,429-92.5% | $5,472-98.0% | $1,587-93.2% |