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 9-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 27 · EIN 47-1411118 | Advisory (Plan) | $44,052 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,007 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,286 | $72,607+61.5% | $90,749+29.2% | $66,914+75.3% |
| Participation rate | 53.1% | 73.7%-20.6pp | 75.7%-22.6pp | 69.8%-16.8pp |
| Annual return | -16.79% | -12.28%-4.5pp | -12.16%-4.6pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,509 | $2,369-36.3% | $2,921-48.3% | $2,544-40.7% |
| Participant deferral / active EE | $3,469 | $3,977-12.8% | $4,564-24.0% | $4,237-18.1% |
| Admin fee / account holder | $621 | $707-12.2% | $8,445-92.6% | $593+4.7% |