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 | $21,343 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,949 |
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 | $176,475 | $130,194+35.5% | $169,993+3.8% | $71,457+147.0% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.0%+12.4pp | 67.9%+31.5pp |
| Annual return | 14.42% | 20.37%-5.9pp | 53.37%-39.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $6,331 | $4,381+44.5% | $6,785-6.7% | $2,588+144.7% |
| Participant deferral / active EE | $6,920 | $6,9230% | $10,408-33.5% | $4,289+61.4% |
| Admin fee / account holder | $158 | $966-83.6% | $12,815-98.8% | $1,587-90.0% |