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 | $187,313 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $161,982 |
Filed as: SAGEVIEW A Service code 26 · EIN 33-0818667 | Advisory (Participants) | $12,638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,108 | $107,459+67.6% | $135,903+32.5% | $80,160+124.7% |
| Participation rate | 83.0% | 78.0%+4.9pp | 81.9%+1.0pp | 72.9%+10.0pp |
| Annual return | 20.76% | 91.91%-71.2pp | 68.23%-47.5pp | 40.38%-19.6pp |
| Employer contribution / active EE | $4,537 | $3,877+17.0% | $4,856-6.6% | $2,978+52.3% |
| Participant deferral / active EE | $8,162 | $8,195-0.4% | $7,758+5.2% | $5,017+62.7% |
| Admin fee / account holder | $156 | $127+22.9% | $10,762-98.6% | $145+7.6% |