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 | $10,665 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,747 |
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 | $104,329 | $162,322-35.7% | $135,903-23.2% | - |
| Participation rate | 93.9% | 71.5%+22.4pp | 81.9%+12.0pp | - |
| Annual return | 24.20% | 15.15%+9.0pp | 68.23%-44.0pp | - |
| Employer contribution / active EE | $0 | $3,400-100.0% | $4,856-100.0% | - |
| Participant deferral / active EE | $14,874 | $5,722+160.0% | $7,758+91.7% | - |
| Admin fee / account holder | $92 | $23,877-99.6% | $10,762-99.1% | - |