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) | $60,439 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,314 |
Service code 10 · EIN 52-2127371 | Accounting | $10,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,427 |
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 | $195,656 | $88,087+122.1% | $164,866+18.7% | $74,546+162.5% |
| Participation rate | 94.9% | 73.1%+21.8pp | 78.6%+16.3pp | 67.2%+27.7pp |
| Annual return | 13.27% | 17.27%-4.0pp | 69.97%-56.7pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $5,798 | $2,595+123.4% | $4,343+33.5% | $2,624+120.9% |
| Participant deferral / active EE | $8,329 | $4,499+85.1% | $6,033+38.1% | $4,347+91.6% |
| Admin fee / account holder | $410 | $2,232-81.6% | $12,689-96.8% | $1,944-78.9% |