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 | $73,530 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,338 |
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 | $68,130 | $128,899-47.1% | $113,168-39.8% | $102,872-33.8% |
| Participation rate | 86.4% | 87.0%-0.6pp | 76.6%+9.9pp | 73.0%+13.4pp |
| Annual return | 15.66% | 15.88%-0.2pp | 24.27%-8.6pp | 19.06%-3.4pp |
| Employer contribution / active EE | $998 | $3,713-73.1% | $2,975-66.5% | $3,526-71.7% |
| Participant deferral / active EE | $4,484 | $6,787-33.9% | $5,107-12.2% | $5,535-19.0% |
| Admin fee / account holder | $113 | $129-12.7% | $12,068-99.1% | $292-61.3% |