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 9-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 | $14,317 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,948 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,415 | $79,634+152.9% | $183,328+9.9% | $79,634+152.9% |
| Participation rate | 97.2% | 62.5%+34.7pp | 77.3%+19.9pp | 62.5%+34.7pp |
| Annual return | 17.03% | 36.46%-19.4pp | 29.67%-12.6pp | 36.46%-19.4pp |
| Employer contribution / active EE | $9,389 | $2,529+271.2% | $5,055+85.7% | $2,529+271.2% |
| Participant deferral / active EE | $16,001 | $3,835+317.3% | $6,795+135.5% | $3,835+317.3% |
| Admin fee / account holder | $85 | $1,002-91.5% | $21,427-99.6% | $1,002-91.5% |