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 | $15,112 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,633 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $446,441 | $84,487+428.4% | $125,339+256.2% | $66,914+567.2% |
| Participation rate | 91.9% | 76.4%+15.5pp | 82.4%+9.6pp | 69.8%+22.1pp |
| Annual return | -16.96% | -8.39%-8.6pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $17,093 | $3,553+381.1% | $4,814+255.1% | $2,544+571.8% |
| Participant deferral / active EE | $13,854 | $6,781+104.3% | $7,446+86.1% | $4,237+227.0% |
| Admin fee / account holder | $118 | $685-82.7% | $10,010-98.8% | $593-80.1% |