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 | $168,820 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,348 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,414 | $127,481+67.4% | $149,696+42.6% | $90,288+136.4% |
| Participation rate | 79.0% | 78.2%+0.8pp | 82.5%-3.5pp | 73.4%+5.6pp |
| Annual return | 19.88% | 57.78%-37.9pp | 276.60%-256.7pp | 53.97%-34.1pp |
| Employer contribution / active EE | $435 | $3,448-87.4% | $4,644-90.6% | $2,524-82.7% |
| Participant deferral / active EE | $13,074 | $6,975+87.4% | $6,842+91.1% | $4,232+208.9% |
| Admin fee / account holder | $109 | $152-28.3% | $9,309-98.8% | $114-4.6% |