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 | $47,085 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,688 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,929 | $81,908+13.5% | $90,749+2.4% | $64,808+43.4% |
| Participation rate | 98.4% | 80.5%+18.0pp | 75.7%+22.8pp | 71.5%+27.0pp |
| Annual return | -16.86% | -12.53%-4.3pp | -12.16%-4.7pp | 32.82%-49.7pp |
| Employer contribution / active EE | $6,363 | $3,065+107.6% | $2,921+117.8% | $2,506+153.9% |
| Participant deferral / active EE | $8,229 | $4,840+70.0% | $4,564+80.3% | $4,310+90.9% |
| Admin fee / account holder | $155 | $157-1.7% | $8,445-98.2% | $188-17.7% |