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 | $88,360+62.1% | $145,433-1.5% | $67,986+110.6% |
| Participation rate | 98.1% | 65.5%+32.7pp | 82.1%+16.0pp | 57.2%+40.9pp |
| Annual return | 16.51% | 63.15%-46.6pp | 66.58%-50.1pp | 31.67%-15.2pp |
| Employer contribution / active EE | $5,928 | $3,054+94.1% | $4,554+30.2% | $2,019+193.6% |
| Participant deferral / active EE | $8,386 | $5,932+41.4% | $7,897+6.2% | $3,358+149.7% |
| Admin fee / account holder | $190 | $3,313-94.3% | $13,129-98.6% | $3,203-94.1% |