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 | $9,489 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,474 |
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 | $448,802 | $84,936+428.4% | $111,297+303.2% | $79,386+465.3% |
| Participation rate | 96.9% | 75.9%+21.0pp | 77.3%+19.6pp | 70.7%+26.2pp |
| Annual return | 16.85% | 17.45%-0.6pp | 54.65%-37.8pp | 116.85%-100.0pp |
| Employer contribution / active EE | $8,170 | $1,979+312.8% | $2,731+199.1% | $2,427+236.6% |
| Participant deferral / active EE | $9,396 | $3,888+141.6% | $4,487+109.4% | $4,046+132.2% |
| Admin fee / account holder | $73 | $537-86.4% | $7,964-99.1% | $626-88.4% |