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 | $136,206 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,629 |
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 | $57,161 | $128,899-55.7% | $113,168-49.5% | $102,872-44.4% |
| Participation rate | 94.3% | 87.0%+7.3pp | 76.6%+17.8pp | 73.0%+21.3pp |
| Annual return | 18.49% | 15.88%+2.6pp | 24.27%-5.8pp | 19.06%-0.6pp |
| Employer contribution / active EE | $3,772 | $3,713+1.6% | $2,975+26.8% | $3,526+7.0% |
| Participant deferral / active EE | $5,803 | $6,787-14.5% | $5,107+13.6% | $5,535+4.8% |
| Admin fee / account holder | $95 | $129-26.9% | $12,068-99.2% | $292-67.6% |