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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $233,594 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN MID CAP VALUE FUND Service code 50 1111 POLARIS PARKWAY · COLUMBUS, OH 43240 | Direct Payment | $189,187 |
Service code 37 · EIN 04-2647786 | Loan Processing | $147,624 |
CALLAN LLC1 year Filed as: CALLAN HOLDINGS INC. Service code 27 · EIN 82-2748926 | Advisory (Plan) | $38,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,261 | $117,739+117.7% | $91,541+179.9% | $117,739+117.7% |
| Participation rate | 39.3% | 76.6%-37.4pp | 69.8%-30.5pp | 76.6%-37.4pp |
| Annual return | 17.46% | 17.29%+0.2pp | 20.50%-3.0pp | 17.29%+0.2pp |
| Employer contribution / active EE | $3,612 | $3,746-3.6% | $2,505+44.2% | $3,746-3.6% |
| Participant deferral / active EE | $4,664 | $6,128-23.9% | $4,008+16.4% | $6,128-23.9% |
| Admin fee / account holder | $134 | $112+19.4% | $6,956-98.1% | $112+19.4% |