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 | $43,772 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,666 |
Filed as: CBIZ CPAS, P.C Service code 10 · EIN 43-1947695 | Accounting | $9,197 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,659 | $95,880+17.5% | $107,525+4.8% | $85,563+31.7% |
| Participation rate | 71.5% | 70.1%+1.4pp | 75.1%-3.6pp | 66.0%+5.5pp |
| Annual return | 21.51% | 68.06%-46.6pp | 181.32%-159.8pp | 31.51%-10.0pp |
| Employer contribution / active EE | $3,570 | $3,812-6.4% | $3,754-4.9% | $2,654+34.5% |
| Participant deferral / active EE | $8,229 | $4,201+95.9% | $5,116+60.9% | $4,375+88.1% |
| Admin fee / account holder | $140 | $1,025-86.4% | $8,919-98.4% | $834-83.2% |