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 | $22,039 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,056 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,786 | $65,061+274.7% | $143,757+69.6% | $66,914+264.3% |
| Participation rate | 91.4% | 65.2%+26.2pp | 80.3%+11.1pp | 69.8%+21.6pp |
| Annual return | -21.64% | -11.14%-10.5pp | -0.04%-21.6pp | 1.58%-23.2pp |
| Employer contribution / active EE | $9,815 | $2,361+315.8% | $4,951+98.2% | $2,544+285.8% |
| Participant deferral / active EE | $9,250 | $2,919+216.9% | $5,637+64.1% | $4,237+118.3% |
| Admin fee / account holder | $166 | $502-66.9% | $14,673-98.9% | $593-72.0% |