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 | $101,499+57.9% | $147,005+9.0% | $74,546+115.0% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.2%+12.7pp | 67.2%+27.7pp |
| Annual return | 16.66% | 8732.34%-8715.7pp | 418.76%-402.1pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $5,428 | $3,811+42.4% | $4,934+10.0% | $2,624+106.8% |
| Participant deferral / active EE | $14,174 | $7,304+94.0% | $8,070+75.6% | $4,347+226.0% |
| Admin fee / account holder | $162 | $1,748-90.7% | $13,006-98.8% | $1,944-91.7% |