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 5-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 | $221,644 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,393 |
MERCER1 year Filed as: MERCER INC. Service code 16 · EIN 13-2834414 | Consulting | $6,195 |
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 | $15,550 | $69,238-77.5% | $185,823-91.6% | $101,517-84.7% |
| Participation rate | 96.3% | 73.5%+22.8pp | 81.7%+14.6pp | 74.6%+21.8pp |
| Annual return | 35.36% | 21.26%+14.1pp | 122.05%-86.7pp | 21.00%+14.4pp |
| Employer contribution / active EE | $1,145 | $2,104-45.6% | $5,167-77.8% | $2,973-61.5% |
| Participant deferral / active EE | $3,121 | $3,764-17.1% | $5,568-44.0% | $4,873-36.0% |
| Admin fee / account holder | $33 | $66-50.2% | $16,237-99.8% | $139-76.3% |