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 | $33,645 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,602 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,200 | $100,923+41.9% | $150,045-4.6% | $74,304+92.7% |
| Participation rate | 98.1% | 70.1%+28.1pp | 82.3%+15.8pp | 60.3%+37.8pp |
| Annual return | 16.51% | 51.77%-35.3pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $5,928 | $3,463+71.2% | $4,693+26.3% | $2,241+164.5% |
| Participant deferral / active EE | $8,386 | $6,709+25.0% | $7,997+4.9% | $3,767+122.6% |
| Admin fee / account holder | $190 | $2,767-93.1% | $13,435-98.6% | $2,969-93.6% |