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 | $35,805 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,011 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,343 | $53,053+11.9% | $126,539-53.1% | $74,304-20.1% |
| Participation rate | 93.4% | 48.0%+45.4pp | 69.8%+23.6pp | 60.3%+33.0pp |
| Annual return | 14.14% | 29.46%-15.3pp | 425.95%-411.8pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,193 | $1,168+87.9% | $3,674-40.3% | $2,241-2.1% |
| Participant deferral / active EE | $5,602 | $2,303+143.3% | $4,083+37.2% | $3,767+48.7% |
| Admin fee / account holder | $145 | $3,698-96.1% | $6,065-97.6% | $2,969-95.1% |