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 6-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 | $66,457 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,991 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,715 | $131,799-35.0% | $200,582-57.3% | $85,563+0.2% |
| Participation rate | 84.7% | 87.9%-3.3pp | 86.9%-2.2pp | 66.0%+18.7pp |
| Annual return | 25.69% | 21.59%+4.1pp | 42.33%-16.6pp | 31.51%-5.8pp |
| Employer contribution / active EE | $3,416 | $4,532-24.6% | $6,419-46.8% | $2,654+28.7% |
| Participant deferral / active EE | $8,191 | $7,702+6.3% | $9,331-12.2% | $4,375+87.2% |
| Admin fee / account holder | $133 | $235-43.6% | $16,305-99.2% | $834-84.1% |