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 10-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 | $34,852 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,533 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,824 | $52,406-3.0% | $129,207-60.7% | $74,495-31.8% |
| Participation rate | 98.6% | 53.8%+44.8pp | 69.6%+29.0pp | 67.2%+31.4pp |
| Annual return | 15.61% | 15.66%0pp | 9417.33%-9401.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,901 | $1,531+24.2% | $4,153-54.2% | $2,623-27.5% |
| Participant deferral / active EE | $4,717 | $2,794+68.8% | $4,168+13.2% | $4,346+8.5% |
| Admin fee / account holder | $140 | $2,633-94.7% | $7,715-98.2% | $1,942-92.8% |