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 | $47,420 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,986 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,032 | $129,021+5.4% | $184,203-26.2% | $77,643+75.2% |
| Participation rate | 95.0% | 87.3%+7.7pp | 86.8%+8.2pp | 70.6%+24.4pp |
| Annual return | 17.93% | 33.27%-15.3pp | 28.81%-10.9pp | 31.24%-13.3pp |
| Employer contribution / active EE | $3,565 | $4,413-19.2% | $6,427-44.5% | $2,726+30.8% |
| Participant deferral / active EE | $9,783 | $7,297+34.1% | $9,131+7.1% | $4,647+110.5% |
| Admin fee / account holder | $135 | $254-46.6% | $13,901-99.0% | $430-68.5% |