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 | $17,125 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,194 |
Employer contribution per participant 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 | $143,489 | $86,897+65.1% | $151,611-5.4% | $64,808+121.4% |
| Participation rate | 77.3% | 87.3%-10.0pp | 87.5%-10.2pp | 71.5%+5.9pp |
| Annual return | -14.45% | -3.57%-10.9pp | 3.33%-17.8pp | 32.82%-47.3pp |
| Employer contribution / active EE | $918 | $4,010-77.1% | $6,166-85.1% | $2,506-63.3% |
| Participant deferral / active EE | $6,723 | $6,690+0.5% | $8,363-19.6% | $4,310+56.0% |
| Admin fee / account holder | $182 | $153+18.8% | $11,616-98.4% | $188-3.3% |