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 6-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 | $224,148 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $118,873 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,348 | $130,141-15.2% | $86,677+27.3% | $77,904+41.6% |
| Participation rate | 97.4% | 85.9%+11.5pp | 76.6%+20.8pp | 73.7%+23.7pp |
| Annual return | -10.13% | -12.75%+2.6pp | 35.91%-46.0pp | 12.21%-22.3pp |
| Employer contribution / active EE | $6,084 | $3,220+88.9% | $2,836+114.5% | $2,848+113.6% |
| Participant deferral / active EE | $8,682 | $5,757+50.8% | $4,656+86.5% | $4,806+80.6% |
| Admin fee / account holder | $114 | $132-13.8% | $7,493-98.5% | $133-14.3% |