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 | $106,749+59.2% | $145,433+16.8% | $82,448+106.1% |
| Participation rate | 84.2% | 75.6%+8.6pp | 82.1%+2.1pp | 68.1%+16.1pp |
| Annual return | 25.84% | 27.59%-1.7pp | 66.58%-40.7pp | 41.64%-15.8pp |
| Employer contribution / active EE | $10,649 | $3,444+209.2% | $4,554+133.8% | $2,551+317.4% |
| Participant deferral / active EE | $24,674 | $6,519+278.5% | $7,897+212.4% | $4,139+496.1% |
| Admin fee / account holder | $334 | $8,390-96.0% | $13,129-97.5% | $7,234-95.4% |