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 27 · EIN 47-1411118 | Advisory (Plan) | $40,982 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,142 |
Service code 37 · EIN 04-2647786 | Loan Processing | $275 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,921 | $109,881+54.6% | $150,045+13.2% | $84,808+100.4% |
| Participation rate | 84.2% | 76.1%+8.1pp | 82.3%+1.9pp | 68.3%+15.9pp |
| Annual return | 25.84% | 28.25%-2.4pp | 62.55%-36.7pp | 40.90%-15.1pp |
| Employer contribution / active EE | $10,649 | $3,561+199.0% | $4,693+126.9% | $2,631+304.7% |
| Participant deferral / active EE | $24,674 | $6,636+271.8% | $7,997+208.5% | $4,212+485.9% |
| Admin fee / account holder | $334 | $8,568-96.1% | $13,435-97.5% | $7,344-95.5% |