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 3-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 | $135,772 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $72,913 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,807 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,388 | $122,293-82.5% | $156,181-86.3% | $103,975-79.4% |
| Participation rate | 90.1% | 78.8%+11.3pp | 78.8%+11.3pp | 72.5%+17.6pp |
| Annual return | 25.81% | 21.63%+4.2pp | 64.87%-39.1pp | 19.41%+6.4pp |
| Employer contribution / active EE | $2,267 | $4,569-50.4% | $4,294-47.2% | $3,722-39.1% |
| Participant deferral / active EE | $3,670 | $5,548-33.8% | $6,132-40.1% | $5,343-31.3% |
| Admin fee / account holder | $143 | $125+14.2% | $14,586-99.0% | $332-57.0% |