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 | $92,878 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,309 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,614 | $73,034-25.2% | $77,163-29.2% | $80,160-31.9% |
| Participation rate | 93.5% | 78.1%+15.4pp | 69.6%+23.9pp | 72.9%+20.6pp |
| Annual return | 22.22% | 18.56%+3.7pp | 37.87%-15.7pp | 40.38%-18.2pp |
| Employer contribution / active EE | $4,379 | $2,779+57.6% | $2,535+72.7% | $2,978+47.0% |
| Participant deferral / active EE | $4,326 | $4,140+4.5% | $3,833+12.9% | $5,017-13.8% |
| Admin fee / account holder | $103 | $104-0.8% | $5,472-98.1% | $145-29.0% |