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 | $98,545 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,627 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 16 · EIN 43-1451524 | Consulting | $33,553 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,506 | $71,142+21.6% | $119,609-27.7% | $64,808+33.5% |
| Participation rate | 98.4% | 78.6%+19.7pp | 79.3%+19.1pp | 71.5%+26.9pp |
| Annual return | -15.61% | -10.01%-5.6pp | -14.97%-0.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $4,152 | $2,497+66.2% | $4,232-1.9% | $2,506+65.7% |
| Participant deferral / active EE | $9,454 | $4,490+110.6% | $5,602+68.8% | $4,310+119.3% |
| Admin fee / account holder | $68 | $162-57.8% | $10,323-99.3% | $188-63.6% |