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 | $33,284 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,469 |
Annual investment return 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 | $159,124 | $84,487+88.3% | $125,339+27.0% | $66,914+137.8% |
| Participation rate | 88.9% | 76.4%+12.5pp | 82.4%+6.5pp | 69.8%+19.1pp |
| Annual return | -19.57% | -8.39%-11.2pp | 572.05%-591.6pp | 1.58%-21.2pp |
| Employer contribution / active EE | $6,753 | $3,553+90.1% | $4,814+40.3% | $2,544+165.4% |
| Participant deferral / active EE | $11,315 | $6,781+66.9% | $7,446+52.0% | $4,237+167.1% |
| Admin fee / account holder | $248 | $685-63.7% | $10,010-97.5% | $593-58.1% |