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 | $23,916 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,981 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,000 | $82,978+62.7% | $129,995+3.9% | $71,457+88.9% |
| Participation rate | 96.6% | 74.1%+22.5pp | 78.5%+18.1pp | 67.9%+28.7pp |
| Annual return | 17.03% | 20.60%-3.6pp | -137.18%+154.2pp | 28.85%-11.8pp |
| Employer contribution / active EE | $7,946 | $2,622+203.1% | $4,320+84.0% | $2,588+207.1% |
| Participant deferral / active EE | $12,064 | $4,432+172.2% | $5,820+107.3% | $4,289+181.3% |
| Admin fee / account holder | $142 | $1,729-91.8% | $10,614-98.7% | $1,587-91.0% |