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 | $53,529 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,898 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,473 |
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 | $86,770 | $88,634-2.1% | $101,326-14.4% | $74,304+16.8% |
| Participation rate | 93.2% | 76.9%+16.4pp | 81.5%+11.7pp | 60.3%+32.9pp |
| Annual return | 18.67% | 33.10%-14.4pp | 36.82%-18.2pp | 29.43%-10.8pp |
| Employer contribution / active EE | $3,705 | $2,930+26.4% | $3,665+1.1% | $2,241+65.3% |
| Participant deferral / active EE | $7,968 | $7,322+8.8% | $7,994-0.3% | $3,767+111.5% |
| Admin fee / account holder | $439 | $2,425-81.9% | $11,185-96.1% | $2,969-85.2% |