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 | $43,083 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,025 |
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 | $67,438 | $88,890-24.1% | $102,423-34.2% | $77,643-13.1% |
| Participation rate | 85.8% | 80.9%+4.9pp | 76.5%+9.3pp | 70.6%+15.2pp |
| Annual return | 0.05% | 24.98%-24.9pp | 29.32%-29.3pp | 31.24%-31.2pp |
| Employer contribution / active EE | $2,761 | $2,698+2.4% | $3,023-8.7% | $2,726+1.3% |
| Participant deferral / active EE | $2,930 | $5,145-43.1% | $5,053-42.0% | $4,647-36.9% |
| Admin fee / account holder | $86 | $235-63.7% | $9,451-99.1% | $430-80.1% |