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 7-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 | $163,291 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,703 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,507 | $104,697-63.2% | $96,544-60.1% | $80,160-52.0% |
| Participation rate | 90.1% | 86.4%+3.7pp | 76.0%+14.1pp | 72.9%+17.1pp |
| Annual return | 18.79% | 21.78%-3.0pp | 25.84%-7.0pp | 40.38%-21.6pp |
| Employer contribution / active EE | $3,208 | $3,536-9.3% | $2,965+8.2% | $2,978+7.7% |
| Participant deferral / active EE | $4,614 | $6,188-25.4% | $4,851-4.9% | $5,017-8.0% |
| Admin fee / account holder | $94 | $107-11.9% | $8,252-98.9% | $145-35.2% |