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 | $32,581 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,092 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,467 |
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 | $80,017 | $100,923-20.7% | $150,045-46.7% | $74,304+7.7% |
| Participation rate | 79.2% | 70.1%+9.1pp | 82.3%-3.1pp | 60.3%+18.8pp |
| Annual return | 17.31% | 51.77%-34.5pp | 62.55%-45.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,554 | $3,463-26.2% | $4,693-45.6% | $2,241+14.0% |
| Participant deferral / active EE | $4,799 | $6,709-28.5% | $7,997-40.0% | $3,767+27.4% |
| Admin fee / account holder | $392 | $2,767-85.8% | $13,435-97.1% | $2,969-86.8% |