Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $26,262 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,297 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,877 | $106,110+33.7% | $147,005-3.5% | $77,671+82.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.45% | 56.77%-43.3pp | 418.76%-405.3pp | 31.21%-17.8pp |
| Employer contribution / active EE | $7,660 | $4,065+88.5% | $4,934+55.2% | $2,726+180.9% |
| Participant deferral / active EE | $8,384 | $7,992+4.9% | $8,070+3.9% | $4,648+80.4% |
| Admin fee / account holder | $69 | $338-79.5% | $13,006-99.5% | $430-83.9% |