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 | $42,991 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,309 |
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 | $72,476 | $64,612+12.2% | $86,436-16.2% | $64,808+11.8% |
| Participation rate | 94.5% | 81.5%+13.0pp | 80.3%+14.1pp | 71.5%+23.0pp |
| Annual return | -17.61% | 0.66%-18.3pp | 4394.89%-4412.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $3,903 | $2,744+42.2% | $3,769+3.6% | $2,506+55.7% |
| Participant deferral / active EE | $10,363 | $7,497+38.2% | $6,952+49.1% | $4,310+140.4% |
| Admin fee / account holder | $174 | $169+3.0% | $6,731-97.4% | $188-7.3% |