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 | $124,732+61.5% | $180,183+11.8% | $85,563+135.4% |
| Participation rate | 97.2% | 83.2%+14.0pp | 77.4%+19.8pp | 66.0%+31.2pp |
| Annual return | 17.03% | 17.73%-0.7pp | 27.86%-10.8pp | 31.51%-14.5pp |
| Employer contribution / active EE | $9,389 | $5,370+74.8% | $5,039+86.3% | $2,654+253.8% |
| Participant deferral / active EE | $16,001 | $7,763+106.1% | $6,822+134.5% | $4,375+265.7% |
| Admin fee / account holder | $85 | $294-71.0% | $19,975-99.6% | $834-89.8% |