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 | $122,648 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,254 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $513,201 | $47,456+981.4% | $172,739+197.1% | $77,787+559.8% |
| Participation rate | 91.0% | 66.3%+24.8pp | 82.6%+8.4pp | 73.2%+17.8pp |
| Annual return | 22.53% | 35.57%-13.0pp | 802.84%-780.3pp | 32.57%-10.0pp |
| Employer contribution / active EE | $26,779 | $1,574+1601.2% | $5,143+420.7% | $2,504+969.2% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $80 | $81-0.5% | $13,954-99.4% | $100-19.6% |