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 | $33,553 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,623 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,885 | $78,483-35.2% | $106,201-52.1% | $74,546-31.7% |
| Participation rate | 94.1% | 72.8%+21.3pp | 75.3%+18.8pp | 67.2%+26.9pp |
| Annual return | 12.42% | 15.94%-3.5pp | 116.26%-103.8pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $1,060 | $2,522-58.0% | $3,170-66.6% | $2,624-59.6% |
| Participant deferral / active EE | $3,639 | $4,320-15.8% | $5,012-27.4% | $4,347-16.3% |
| Admin fee / account holder | $165 | $2,236-92.6% | $11,039-98.5% | $1,944-91.5% |