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 | $25,523 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,863 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,709 |
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 | $59,355 | $91,407-35.1% | $135,903-56.3% | $71,457-16.9% |
| Participation rate | 73.9% | 75.7%-1.8pp | 81.9%-8.0pp | 67.9%+5.9pp |
| Annual return | 24.82% | 29.90%-5.1pp | 68.23%-43.4pp | 28.85%-4.0pp |
| Employer contribution / active EE | $2,604 | $3,703-29.7% | $4,856-46.4% | $2,588+0.6% |
| Participant deferral / active EE | $5,266 | $7,092-25.7% | $7,758-32.1% | $4,289+22.8% |
| Admin fee / account holder | $390 | $1,266-69.2% | $10,762-96.4% | $1,587-75.4% |