Filed May 14, 2025
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 | $44,337 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,076 | $56,485+2.8% | $185,823-68.7% | $86,799-33.1% |
| Participation rate | 96.1% | 65.5%+30.7pp | 81.7%+14.4pp | 72.3%+23.8pp |
| Annual return | 14.50% | 118.04%-103.5pp | 122.05%-107.5pp | 97.91%-83.4pp |
| Employer contribution / active EE | $2,080 | $1,843+12.8% | $5,167-59.8% | $2,405-13.5% |
| Participant deferral / active EE | $4,581 | $2,553+79.4% | $5,568-17.7% | $4,131+10.9% |
| Admin fee / account holder | $46 | $150-69.6% | $16,237-99.7% | $170-73.2% |