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 | $83,597 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,063 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,341 | $72,254-24.8% | $86,677-37.3% | $64,808-16.2% |
| Participation rate | 89.6% | 80.4%+9.2pp | 76.6%+13.0pp | 71.5%+18.1pp |
| Annual return | -14.97% | 392.42%-407.4pp | 35.91%-50.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $2,533 | $2,393+5.9% | $2,836-10.7% | $2,506+1.1% |
| Participant deferral / active EE | $2,509 | $4,658-46.1% | $4,656-46.1% | $4,310-41.8% |
| Admin fee / account holder | $104 | $174-40.1% | $7,493-98.6% | $188-44.5% |