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 | $55,063 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,051 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,244 | $72,254+74.7% | $86,677+45.6% | $64,808+94.8% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.6%+18.5pp | 71.5%+23.6pp |
| Annual return | -16.63% | 392.42%-409.1pp | 35.91%-52.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $2,384 | $2,393-0.4% | $2,836-15.9% | $2,506-4.8% |
| Participant deferral / active EE | $8,212 | $4,658+76.3% | $4,656+76.4% | $4,310+90.5% |
| Admin fee / account holder | $132 | $174-24.4% | $7,493-98.2% | $188-30.0% |