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 | $56,944 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,288 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,378 | $131,799-64.8% | $200,582-76.9% | $85,563-45.8% |
| Participation rate | 85.7% | 87.9%-2.2pp | 86.9%-1.2pp | 66.0%+19.7pp |
| Annual return | 18.65% | 21.59%-2.9pp | 42.33%-23.7pp | 31.51%-12.9pp |
| Employer contribution / active EE | $1,493 | $4,532-67.1% | $6,419-76.7% | $2,654-43.7% |
| Participant deferral / active EE | $6,136 | $7,702-20.3% | $9,331-34.2% | $4,375+40.2% |
| Admin fee / account holder | $212 | $235-9.6% | $16,305-98.7% | $834-74.5% |