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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,704 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $16,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,310 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,726 | $82,978+304.6% | $129,995+158.3% | $71,457+369.8% |
| Participation rate | 98.1% | 74.1%+24.0pp | 78.5%+19.6pp | 67.9%+30.2pp |
| Annual return | 18.11% | 20.60%-2.5pp | -137.18%+155.3pp | 28.85%-10.7pp |
| Employer contribution / active EE | $11,661 | $2,622+344.8% | $4,320+170.0% | $2,588+350.7% |
| Participant deferral / active EE | $9,115 | $4,432+105.7% | $5,820+56.6% | $4,289+112.5% |
| Admin fee / account holder | $236 | $1,729-86.3% | $10,614-97.8% | $1,587-85.1% |