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 | $70,322 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,485 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,313 | $89,282+105.3% | $94,646+93.7% | $74,419+146.3% |
| Participation rate | 83.0% | 82.4%+0.6pp | 80.8%+2.2pp | 70.7%+12.3pp |
| Annual return | 20.22% | 25.96%-5.7pp | 156.71%-136.5pp | 34.38%-14.2pp |
| Employer contribution / active EE | $1,943 | $3,022-35.7% | $3,672-47.1% | $2,637-26.3% |
| Participant deferral / active EE | $7,077 | $8,425-16.0% | $7,418-4.6% | $4,528+56.3% |
| Admin fee / account holder | $88 | $219-59.9% | $7,231-98.8% | $348-74.8% |