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 27 · EIN 47-1411118 | Advisory (Plan) | $66,543 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,248 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,819 |
Service code 10 · EIN 52-2127371 | Accounting | $8,500 |
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 | $231,933 | $96,484+140.4% | $156,263+48.4% | $74,304+212.1% |
| Participation rate | 96.1% | 67.7%+28.4pp | 78.9%+17.2pp | 60.3%+35.7pp |
| Annual return | 15.78% | 17.73%-1.9pp | 59.47%-43.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $6,347 | $2,528+151.0% | $4,333+46.5% | $2,241+183.2% |
| Participant deferral / active EE | $9,304 | $4,286+117.1% | $6,158+51.1% | $3,767+147.0% |
| Admin fee / account holder | $472 | $3,728-87.3% | $14,255-96.7% | $2,969-84.1% |