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 | $9,359 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,367 |
Employer contribution per participant 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 | $89,266 | $174,896-49.0% | $125,339-28.8% | - |
| Participation rate | 87.9% | 70.4%+17.5pp | 82.4%+5.5pp | - |
| Annual return | -18.49% | -12.90%-5.6pp | 572.05%-590.5pp | - |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,814-100.0% | - |
| Participant deferral / active EE | $12,839 | $6,354+102.1% | $7,446+72.4% | - |
| Admin fee / account holder | $87 | $56,117-99.8% | $10,010-99.1% | - |