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 | $28,747 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,565 | $86,655+56.4% | $119,609+13.3% | $66,914+102.6% |
| Participation rate | 95.3% | 75.6%+19.8pp | 79.3%+16.1pp | 69.8%+25.5pp |
| Annual return | -16.30% | -8.00%-8.3pp | -14.97%-1.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $6,066 | $2,536+139.2% | $4,232+43.3% | $2,544+138.4% |
| Participant deferral / active EE | $8,961 | $4,358+105.6% | $5,602+60.0% | $4,237+111.5% |
| Admin fee / account holder | $167 | $755-77.9% | $10,323-98.4% | $593-71.9% |