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 | $224,963 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,184 |
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 | $521,867 | $50,127+941.1% | $149,673+248.7% | $80,160+551.0% |
| Participation rate | 88.8% | 64.3%+24.5pp | 78.8%+10.0pp | 72.9%+15.9pp |
| Annual return | 18.70% | 29.82%-11.1pp | 134.42%-115.7pp | 40.38%-21.7pp |
| Employer contribution / active EE | $28,965 | $1,865+1453.4% | $4,818+501.2% | $2,978+872.7% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $113 | $153-26.1% | $13,210-99.1% | $145-22.2% |