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 7-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 | $38,241 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,898 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,252 | $82,202-19.4% | $125,339-47.1% | $64,808+2.2% |
| Participation rate | 97.4% | 77.9%+19.6pp | 82.4%+15.1pp | 71.5%+26.0pp |
| Annual return | -15.65% | 3.48%-19.1pp | 572.05%-587.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $9,651 | $3,615+166.9% | $4,814+100.5% | $2,506+285.2% |
| Participant deferral / active EE | $10,200 | $7,175+42.2% | $7,446+37.0% | $4,310+136.7% |
| Admin fee / account holder | $107 | $163-34.5% | $10,010-98.9% | $188-43.0% |