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 | $37,266 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,660 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,470 | $53,165-16.4% | $86,188-48.4% | $74,419-40.2% |
| Participation rate | 83.0% | 64.9%+18.2pp | 69.0%+14.1pp | 70.7%+12.3pp |
| Annual return | 19.28% | 22.64%-3.4pp | 1168.45%-1149.2pp | 34.38%-15.1pp |
| Employer contribution / active EE | $1,141 | $1,210-5.7% | $2,380-52.1% | $2,637-56.7% |
| Participant deferral / active EE | $3,994 | $3,234+23.5% | $3,985+0.2% | $4,528-11.8% |
| Admin fee / account holder | $93 | $551-83.1% | $6,852-98.6% | $348-73.2% |