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 | $83,854 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,797 |
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 | $76,343 | $52,208+46.2% | $86,612-11.9% | $74,419+2.6% |
| Participation rate | 94.3% | 66.3%+28.0pp | 71.7%+22.6pp | 70.7%+23.6pp |
| Annual return | 20.51% | 44.46%-24.0pp | 591.07%-570.6pp | 34.38%-13.9pp |
| Employer contribution / active EE | $1,541 | $2,282-32.5% | $3,022-49.0% | $2,637-41.6% |
| Participant deferral / active EE | $4,658 | $3,383+37.7% | $4,438+5.0% | $4,528+2.9% |
| Admin fee / account holder | $301 | $319-5.7% | $5,614-94.6% | $348-13.6% |