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 | $45,712 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,655 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,061 |
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 | $76,250 | $78,976-3.5% | $100,383-24.0% | $74,546+2.3% |
| Participation rate | 93.5% | 79.5%+14.0pp | 81.5%+12.0pp | 67.2%+26.3pp |
| Annual return | 15.54% | 20.62%-5.1pp | 49.26%-33.7pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $3,602 | $3,019+19.3% | $3,944-8.7% | $2,624+37.3% |
| Participant deferral / active EE | $7,993 | $7,758+3.0% | $8,086-1.2% | $4,347+83.8% |
| Admin fee / account holder | $395 | $1,330-70.3% | $7,900-95.0% | $1,944-79.7% |