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 | $8,492 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,448 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,456 | $95,274-28.1% | $135,903-49.6% | $74,419-8.0% |
| Participation rate | 97.2% | 78.2%+19.0pp | 81.9%+15.3pp | 70.7%+26.5pp |
| Annual return | 24.46% | 32.77%-8.3pp | 68.23%-43.8pp | 34.38%-9.9pp |
| Employer contribution / active EE | $3,318 | $3,874-14.4% | $4,856-31.7% | $2,637+25.8% |
| Participant deferral / active EE | $9,680 | $7,782+24.4% | $7,758+24.8% | $4,528+113.8% |
| Admin fee / account holder | $31 | $266-88.2% | $10,762-99.7% | $348-91.0% |