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 | $10,936 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,470 |
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 | $30,669 | $99,078-69.0% | $96,544-68.2% | $74,419-58.8% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.0%+14.0pp | 70.7%+19.2pp |
| Annual return | 19.56% | 22.48%-2.9pp | 25.84%-6.3pp | 34.38%-14.8pp |
| Employer contribution / active EE | $986 | $2,570-61.6% | $2,965-66.7% | $2,637-62.6% |
| Participant deferral / active EE | $3,209 | $4,933-34.9% | $4,851-33.8% | $4,528-29.1% |
| Admin fee / account holder | $28 | $225-87.5% | $8,252-99.7% | $348-91.9% |