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 | $53,603 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,703 |
Filed as: HUMAN INVESTING Service code 16 · EIN 74-3130983 | Consulting | $14,284 |
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK RIMERMAN CO LLP Service code 10 PO BOX 29650 · PHOENIX, AZ 85038 | Accounting | $13,650 |
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 | $74,102 | $108,549-31.7% | $156,263-52.6% | $85,563-13.4% |
| Participation rate | 90.4% | 77.1%+13.3pp | 78.9%+11.5pp | 66.0%+24.5pp |
| Annual return | 15.44% | 21.79%-6.4pp | 59.47%-44.0pp | 31.51%-16.1pp |
| Employer contribution / active EE | $2,384 | $2,690-11.4% | $4,333-45.0% | $2,654-10.2% |
| Participant deferral / active EE | $5,105 | $4,800+6.3% | $6,158-17.1% | $4,375+16.7% |
| Admin fee / account holder | $416 | $650-36.1% | $14,255-97.1% | $834-50.2% |