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 8-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 | $14,658 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,141 | $106,028-19.7% | $146,958-42.1% | $77,643+9.7% |
| Participation rate | 88.8% | 78.4%+10.4pp | 82.2%+6.6pp | 70.6%+18.2pp |
| Annual return | 21.78% | 56.73%-35.0pp | 418.34%-396.6pp | 31.24%-9.5pp |
| Employer contribution / active EE | $7,916 | $4,063+94.8% | $4,933+60.5% | $2,726+190.4% |
| Participant deferral / active EE | $12,322 | $7,990+54.2% | $8,070+52.7% | $4,647+165.1% |
| Admin fee / account holder | $67 | $337-80.1% | $12,998-99.5% | $430-84.4% |