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 27 · EIN 47-1411118 | Advisory (Plan) | $31,267 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,467 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,067 |
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 | $114,229 | $101,317+12.7% | $146,958-22.3% | $74,495+53.3% |
| Participation rate | 83.0% | 75.5%+7.4pp | 82.2%+0.8pp | 67.2%+15.8pp |
| Annual return | 17.58% | 8730.91%-8713.3pp | 418.34%-400.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $5,091 | $3,810+33.6% | $4,933+3.2% | $2,623+94.1% |
| Participant deferral / active EE | $10,692 | $7,303+46.4% | $8,070+32.5% | $4,346+146.0% |
| Admin fee / account holder | $450 | $1,739-74.1% | $12,998-96.5% | $1,942-76.8% |