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 | $37,392 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,994 | $106,028-27.4% | $146,958-47.6% | $77,643-0.8% |
| Participation rate | 96.9% | 78.4%+18.6pp | 82.2%+14.8pp | 70.6%+26.4pp |
| Annual return | 20.85% | 56.73%-35.9pp | 418.34%-397.5pp | 31.24%-10.4pp |
| Employer contribution / active EE | $2,923 | $4,063-28.1% | $4,933-40.8% | $2,726+7.2% |
| Participant deferral / active EE | $9,239 | $7,990+15.6% | $8,070+14.5% | $4,647+98.8% |
| Admin fee / account holder | $147 | $337-56.5% | $12,998-98.9% | $430-65.9% |