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 | $9,931 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,246 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,379 | $50,458+15.7% | $159,960-63.5% | $64,808-9.9% |
| Participation rate | 89.2% | 68.0%+21.1pp | 78.0%+11.2pp | 71.5%+17.7pp |
| Annual return | -18.64% | -13.42%-5.2pp | 408.60%-427.2pp | 32.82%-51.5pp |
| Employer contribution / active EE | $896 | $1,722-48.0% | $4,226-78.8% | $2,506-64.2% |
| Participant deferral / active EE | $4,907 | $4,004+22.6% | $6,182-20.6% | $4,310+13.8% |
| Admin fee / account holder | $42 | $706-94.1% | $8,698-99.5% | $188-77.7% |