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 | $42,709 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,987 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,441 | $65,390+124.0% | $169,368-13.5% | $71,457+104.9% |
| Participation rate | 97.0% | 67.0%+30.0pp | 77.1%+19.8pp | 67.9%+29.0pp |
| Annual return | 21.78% | 21.31%+0.5pp | 405.60%-383.8pp | 28.85%-7.1pp |
| Employer contribution / active EE | $10,610 | $2,079+410.4% | $4,013+164.4% | $2,588+310.0% |
| Participant deferral / active EE | $17,348 | $4,367+297.3% | $6,221+178.9% | $4,289+304.5% |
| Admin fee / account holder | $118 | $1,324-91.1% | $9,003-98.7% | $1,587-92.5% |