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 | $12,181 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,950 |
Employer contribution per participant 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 | $34,576 | $140,190-75.3% | $115,756-70.1% | $77,904-55.6% |
| Participation rate | 90.2% | 81.0%+9.1pp | 77.1%+13.1pp | 73.7%+16.5pp |
| Annual return | -16.87% | -13.46%-3.4pp | 143.14%-160.0pp | 12.21%-29.1pp |
| Employer contribution / active EE | $1,138 | $3,169-64.1% | $3,793-70.0% | $2,848-60.0% |
| Participant deferral / active EE | $4,010 | $5,401-25.8% | $6,254-35.9% | $4,806-16.6% |
| Admin fee / account holder | $15 | $138-88.9% | $8,124-99.8% | $133-88.4% |