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 | $48,568 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,359 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,729 | $54,193-2.7% | $93,606-43.7% | $77,643-32.1% |
| Participation rate | 85.5% | 63.9%+21.6pp | 68.7%+16.8pp | 70.6%+15.0pp |
| Annual return | 13.70% | 30.54%-16.8pp | 133.20%-119.5pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,241 | $1,168+6.2% | $2,420-48.7% | $2,726-54.5% |
| Participant deferral / active EE | $4,341 | $3,144+38.1% | $4,411-1.6% | $4,647-6.6% |
| Admin fee / account holder | $126 | $576-78.1% | $8,285-98.5% | $430-70.7% |