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 | $17,869 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,300 |
01 year Service code 16 · EIN 87-1363769 | Consulting | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,104 | $136,853-72.2% | $130,231-70.7% | $80,160-52.5% |
| Participation rate | 93.7% | 81.6%+12.1pp | 76.3%+17.4pp | 72.9%+20.8pp |
| Annual return | 20.09% | 22.66%-2.6pp | 38.77%-18.7pp | 40.38%-20.3pp |
| Employer contribution / active EE | $1,385 | $3,395-59.2% | $4,126-66.4% | $2,978-53.5% |
| Participant deferral / active EE | $4,464 | $5,856-23.8% | $6,799-34.3% | $5,017-11.0% |
| Admin fee / account holder | $26 | $184-85.6% | $6,020-99.6% | $145-81.7% |