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 | $244,405 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $106,782 |
Annual investment return 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 | $141,404 | $56,095+152.1% | $178,490-20.8% | $90,288+56.6% |
| Participation rate | 98.8% | 65.6%+33.2pp | 81.9%+16.8pp | 73.4%+25.4pp |
| Annual return | 11.50% | 28.81%-17.3pp | 151.07%-139.6pp | 53.97%-42.5pp |
| Employer contribution / active EE | $5,463 | $1,572+247.4% | $5,011+9.0% | $2,524+116.4% |
| Participant deferral / active EE | $6,560 | $2,669+145.8% | $5,202+26.1% | $4,232+55.0% |
| Admin fee / account holder | $84 | $101-16.1% | $13,984-99.4% | $114-26.0% |