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 | $145,953 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,665 |
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 | $15,696 | $48,406-67.6% | $104,607-85.0% | $90,288-82.6% |
| Participation rate | 95.2% | 64.3%+30.9pp | 74.1%+21.1pp | 73.4%+21.8pp |
| Annual return | 15.91% | 18.72%-2.8pp | 340.46%-324.6pp | 53.97%-38.1pp |
| Employer contribution / active EE | $1,188 | $1,115+6.6% | $2,681-55.7% | $2,524-53.0% |
| Participant deferral / active EE | $2,478 | $2,436+1.7% | $3,740-33.7% | $4,232-41.5% |
| Admin fee / account holder | $88 | $76+16.4% | $6,473-98.6% | $114-22.6% |