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 4-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 | $56,923 |
Service code 27 · EIN 87-4130828 | Advisory (Plan) | $45,693 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,115 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,857 | $55,472+9.7% | $155,567-60.9% | $74,546-18.4% |
| Participation rate | 88.5% | 61.9%+26.6pp | 78.2%+10.3pp | 67.2%+21.3pp |
| Annual return | 19.86% | 268.72%-248.9pp | 64.74%-44.9pp | 1366.03%-1346.2pp |
| Employer contribution / active EE | $5,407 | $2,269+138.3% | $4,674+15.7% | $2,624+106.0% |
| Participant deferral / active EE | $10,737 | $2,838+278.4% | $5,628+90.8% | $4,347+147.0% |
| Admin fee / account holder | $338 | $1,743-80.6% | $15,916-97.9% | $1,944-82.6% |