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 | $40,657 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,418 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,453 | $39,973-66.3% | $79,550-83.1% | $77,904-82.7% |
| Participation rate | 88.8% | 64.6%+24.3pp | 69.5%+19.4pp | 73.7%+15.2pp |
| Annual return | -15.26% | 3.42%-18.7pp | 0.16%-15.4pp | 12.21%-27.5pp |
| Employer contribution / active EE | $532 | $1,088-51.1% | $2,413-78.0% | $2,848-81.3% |
| Participant deferral / active EE | $2,431 | $2,774-12.4% | $3,985-39.0% | $4,806-49.4% |
| Admin fee / account holder | $19 | $113-83.1% | $6,832-99.7% | $133-85.6% |