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 | $50,369 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,527 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,695 | $100,227+18.4% | $169,993-30.2% | $74,419+59.5% |
| Participation rate | 93.0% | 87.3%+5.7pp | 87.0%+6.0pp | 70.7%+22.3pp |
| Annual return | 17.51% | 66.08%-48.6pp | 53.37%-35.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $3,303 | $4,263-22.5% | $6,785-51.3% | $2,637+25.2% |
| Participant deferral / active EE | $9,204 | $7,143+28.9% | $10,408-11.6% | $4,528+103.3% |
| Admin fee / account holder | $150 | $234-36.2% | $12,815-98.8% | $348-57.0% |