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 4-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 | $21,510 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,297 | $101,317+58.2% | $146,958+9.1% | $74,495+115.2% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.2%+12.7pp | 67.2%+27.7pp |
| Annual return | 16.66% | 8730.91%-8714.2pp | 418.34%-401.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $5,428 | $3,810+42.5% | $4,933+10.0% | $2,623+106.9% |
| Participant deferral / active EE | $14,174 | $7,303+94.1% | $8,070+75.6% | $4,346+226.1% |
| Admin fee / account holder | $162 | $1,739-90.7% | $12,998-98.8% | $1,942-91.7% |