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 | $95,730 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,327 |
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 | $82,775 | $58,290+42.0% | $98,442-15.9% | $86,799-4.6% |
| Participation rate | 95.6% | 68.3%+27.2pp | 73.3%+22.2pp | 72.3%+23.3pp |
| Annual return | 16.18% | 43.48%-27.3pp | 1492.73%-1476.5pp | 97.91%-81.7pp |
| Employer contribution / active EE | $480 | $2,008-76.1% | $2,960-83.8% | $2,405-80.0% |
| Participant deferral / active EE | $3,972 | $3,152+26.0% | $4,276-7.1% | $4,131-3.8% |
| Admin fee / account holder | $347 | $138+152.0% | $5,949-94.2% | $170+104.6% |