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 | $217,760 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,945 | $120,450+46.9% | $159,436+11.0% | $93,030+90.2% |
| Participation rate | 83.4% | 78.0%+5.4pp | 82.8%+0.6pp | 73.9%+9.5pp |
| Annual return | 14.76% | 27.11%-12.3pp | 263.57%-248.8pp | 158.70%-143.9pp |
| Employer contribution / active EE | $3,924 | $3,526+11.3% | $4,829-18.7% | $2,706+45.0% |
| Participant deferral / active EE | $7,006 | $7,283-3.8% | $7,352-4.7% | $4,562+53.6% |
| Admin fee / account holder | $145 | $137+6.3% | $10,799-98.7% | $152-4.1% |