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 | $67,804 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,052 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,669 | $89,808+116.8% | $100,391+93.9% | $77,643+150.7% |
| Participation rate | 79.7% | 81.2%-1.5pp | 81.5%-1.8pp | 70.6%+9.1pp |
| Annual return | 16.53% | 20.62%-4.1pp | 49.20%-32.7pp | 31.24%-14.7pp |
| Employer contribution / active EE | $1,877 | $3,039-38.2% | $3,942-52.4% | $2,726-31.1% |
| Participant deferral / active EE | $6,914 | $8,284-16.5% | $8,082-14.4% | $4,647+48.8% |
| Admin fee / account holder | $95 | $174-45.5% | $7,899-98.8% | $430-77.9% |