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 | $72,732 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,205 |
Annual investment return 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 | $81,669 | $86,897-6.0% | $151,611-46.1% | $64,808+26.0% |
| Participation rate | 75.7% | 87.3%-11.6pp | 87.5%-11.8pp | 71.5%+4.2pp |
| Annual return | -17.61% | -3.57%-14.0pp | 3.33%-20.9pp | 32.82%-50.4pp |
| Employer contribution / active EE | $2,914 | $4,010-27.3% | $6,166-52.7% | $2,506+16.3% |
| Participant deferral / active EE | $7,093 | $6,690+6.0% | $8,363-15.2% | $4,310+64.6% |
| Admin fee / account holder | $122 | $153-20.2% | $11,616-98.9% | $188-35.0% |