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 10-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 | $70,882 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,474 | $131,799-26.0% | $200,582-51.4% | $85,563+13.9% |
| Participation rate | 95.9% | 87.9%+8.0pp | 86.9%+9.1pp | 66.0%+30.0pp |
| Annual return | 20.99% | 21.59%-0.6pp | 42.33%-21.3pp | 31.51%-10.5pp |
| Employer contribution / active EE | $3,515 | $4,532-22.4% | $6,419-45.2% | $2,654+32.5% |
| Participant deferral / active EE | $9,850 | $7,702+27.9% | $9,331+5.6% | $4,375+125.1% |
| Admin fee / account holder | $189 | $235-19.4% | $16,305-98.8% | $834-77.3% |