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 | $32,655 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,723 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,769 | $84,487-37.5% | $125,339-57.9% | $66,914-21.1% |
| Participation rate | 97.0% | 76.4%+20.6pp | 82.4%+14.6pp | 69.8%+27.2pp |
| Annual return | -18.82% | -8.39%-10.4pp | 572.05%-590.9pp | 1.58%-20.4pp |
| Employer contribution / active EE | $2,472 | $3,553-30.4% | $4,814-48.6% | $2,544-2.8% |
| Participant deferral / active EE | $8,200 | $6,781+20.9% | $7,446+10.1% | $4,237+93.5% |
| Admin fee / account holder | $138 | $685-79.9% | $10,010-98.6% | $593-76.8% |