Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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 | $40,358 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,166 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,398 | $115,744+4.0% | $100,383+19.9% | $199,768-39.7% |
| Participation rate | 72.8% | 85.7%-12.9pp | 81.5%-8.7pp | 72.0%+0.8pp |
| Annual return | 17.15% | 17.79%-0.6pp | 49.26%-32.1pp | 34.26%-17.1pp |
| Employer contribution / active EE | $1,477 | $3,657-59.6% | $3,944-62.6% | $3,037-51.4% |
| Participant deferral / active EE | $5,772 | $9,844-41.4% | $8,086-28.6% | $5,090+13.4% |
| Admin fee / account holder | $44 | $93-52.7% | $7,900-99.4% | $269-83.7% |