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) | $40,925 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,190 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,857 |
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 | $129,036 | $71,516+80.4% | $98,439+31.1% | $71,457+80.6% |
| Participation rate | 59.9% | 72.7%-12.8pp | 75.2%-15.3pp | 67.9%-8.0pp |
| Annual return | 16.12% | 32.41%-16.3pp | 21.16%-5.0pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,677 | $2,399-30.1% | $3,048-45.0% | $2,588-35.2% |
| Participant deferral / active EE | $3,884 | $4,109-5.5% | $4,738-18.0% | $4,289-9.4% |
| Admin fee / account holder | $548 | $1,675-67.3% | $8,948-93.9% | $1,587-65.4% |