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 | $60,824 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,723 |
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 | $142,012 | $88,890+59.8% | $102,423+38.7% | $77,643+82.9% |
| Participation rate | 94.3% | 80.9%+13.4pp | 76.5%+17.8pp | 70.6%+23.7pp |
| Annual return | 15.96% | 24.98%-9.0pp | 29.32%-13.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,155 | $2,698-20.1% | $3,023-28.7% | $2,726-20.9% |
| Participant deferral / active EE | $7,914 | $5,145+53.8% | $5,053+56.6% | $4,647+70.3% |
| Admin fee / account holder | $134 | $235-43.1% | $9,451-98.6% | $430-68.9% |