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 | $33,872 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,265 | $111,491+12.4% | $189,513-33.9% | $86,799+44.3% |
| Participation rate | 94.8% | 87.3%+7.4pp | 87.8%+6.9pp | 72.3%+22.5pp |
| Annual return | 15.40% | 83.50%-68.1pp | 555.15%-539.8pp | 97.91%-82.5pp |
| Employer contribution / active EE | $3,269 | $3,951-17.3% | $6,162-47.0% | $2,405+35.9% |
| Participant deferral / active EE | $9,251 | $6,437+43.7% | $8,221+12.5% | $4,131+123.9% |
| Admin fee / account holder | $108 | $189-42.7% | $12,045-99.1% | $170-36.2% |