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 | $21,427 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,711 |
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 | $32,516 | $86,655-62.5% | $119,609-72.8% | $66,914-51.4% |
| Participation rate | 99.5% | 75.6%+24.0pp | 79.3%+20.3pp | 69.8%+29.7pp |
| Annual return | -20.31% | -8.00%-12.3pp | -14.97%-5.3pp | 1.58%-21.9pp |
| Employer contribution / active EE | $1,729 | $2,536-31.8% | $4,232-59.1% | $2,544-32.0% |
| Participant deferral / active EE | $3,285 | $4,358-24.6% | $5,602-41.4% | $4,237-22.5% |
| Admin fee / account holder | $120 | $755-84.1% | $10,323-98.8% | $593-79.8% |