Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,931 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,247 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,701 | $55,932+325.0% | $76,735+209.8% | $67,986+249.6% |
| Participation rate | 92.6% | 50.8%+41.8pp | 69.5%+23.1pp | 57.2%+35.4pp |
| Annual return | 18.22% | 23.10%-4.9pp | 29.77%-11.5pp | 31.67%-13.4pp |
| Employer contribution / active EE | $4,605 | $1,487+209.8% | $2,454+87.6% | $2,019+128.1% |
| Participant deferral / active EE | $13,627 | $2,558+432.7% | $4,088+233.4% | $3,358+305.8% |
| Admin fee / account holder | $540 | $4,907-89.0% | $7,189-92.5% | $3,203-83.1% |