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 27 · EIN 81-3433658 | Advisory (Plan) | $40,183 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,962 |
Service code 10 · EIN 14-1798364 | Accounting | $9,257 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,096 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,897 | $100,923+52.5% | $150,045+2.6% | $74,304+107.1% |
| Participation rate | 83.1% | 70.1%+13.0pp | 82.3%+0.8pp | 60.3%+22.8pp |
| Annual return | 18.05% | 51.77%-33.7pp | 62.55%-44.5pp | 29.43%-11.4pp |
| Employer contribution / active EE | $4,955 | $3,463+43.1% | $4,693+5.6% | $2,241+121.1% |
| Participant deferral / active EE | $11,831 | $6,709+76.3% | $7,997+47.9% | $3,767+214.0% |
| Admin fee / account holder | $431 | $2,767-84.4% | $13,435-96.8% | $2,969-85.5% |