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 | $54,215 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,309 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,800 | $108,719+85.6% | $101,326+99.2% | $85,563+135.9% |
| Participation rate | 80.9% | 80.9%0pp | 81.5%-0.6pp | 66.0%+14.9pp |
| Annual return | 15.01% | 20.95%-5.9pp | 36.82%-21.8pp | 31.51%-16.5pp |
| Employer contribution / active EE | $2,225 | $3,114-28.6% | $3,665-39.3% | $2,654-16.2% |
| Participant deferral / active EE | $7,995 | $8,545-6.4% | $7,9940% | $4,375+82.7% |
| Admin fee / account holder | $82 | $685-87.9% | $11,185-99.3% | $834-90.1% |