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 | $50,174 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,427 |
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 | $130,336 | $99,078+31.5% | $96,544+35.0% | $74,419+75.1% |
| Participation rate | 97.9% | 80.7%+17.2pp | 76.0%+21.9pp | 70.7%+27.2pp |
| Annual return | 18.10% | 22.48%-4.4pp | 25.84%-7.7pp | 34.38%-16.3pp |
| Employer contribution / active EE | $2,331 | $2,570-9.3% | $2,965-21.4% | $2,637-11.6% |
| Participant deferral / active EE | $7,977 | $4,933+61.7% | $4,851+64.4% | $4,528+76.2% |
| Admin fee / account holder | $117 | $225-48.0% | $8,252-98.6% | $348-66.4% |