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 | $60,730 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,848 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,986 | $66,528-18.9% | $86,874-37.9% | $86,799-37.8% |
| Participation rate | 88.7% | 72.4%+16.4pp | 71.6%+17.1pp | 72.3%+16.4pp |
| Annual return | 17.67% | 19.56%-1.9pp | 63.52%-45.9pp | 97.91%-80.2pp |
| Employer contribution / active EE | $4,335 | $2,007+116.0% | $2,495+73.7% | $2,405+80.2% |
| Participant deferral / active EE | $4,005 | $3,240+23.6% | $3,699+8.3% | $4,131-3.1% |
| Admin fee / account holder | $90 | $148-39.5% | $5,828-98.5% | $170-47.2% |