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 | $56,821 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,245 | $100,2270% | $169,993-41.0% | $74,419+34.7% |
| Participation rate | 80.9% | 87.3%-6.4pp | 87.0%-6.1pp | 70.7%+10.2pp |
| Annual return | 22.27% | 66.08%-43.8pp | 53.37%-31.1pp | 34.38%-12.1pp |
| Employer contribution / active EE | $3,313 | $4,263-22.3% | $6,785-51.2% | $2,637+25.6% |
| Participant deferral / active EE | $8,191 | $7,143+14.7% | $10,408-21.3% | $4,528+80.9% |
| Admin fee / account holder | $106 | $234-54.8% | $12,815-99.2% | $348-69.5% |