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 6-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 | $51,735 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,046 |
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 | $61,928 | $99,078-37.5% | $96,544-35.9% | $74,419-16.8% |
| Participation rate | 97.2% | 80.7%+16.5pp | 76.0%+21.2pp | 70.7%+26.5pp |
| Annual return | 14.28% | 22.48%-8.2pp | 25.84%-11.6pp | 34.38%-20.1pp |
| Employer contribution / active EE | $2,847 | $2,570+10.8% | $2,965-4.0% | $2,637+8.0% |
| Participant deferral / active EE | $2,761 | $4,933-44.0% | $4,851-43.1% | $4,528-39.0% |
| Admin fee / account holder | $78 | $225-65.3% | $8,252-99.1% | $348-77.6% |