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 | $7,972 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,618 |
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 | $365,351 | $65,435+458.3% | $86,677+321.5% | $66,914+446.0% |
| Participation rate | 98.6% | 75.5%+23.2pp | 76.6%+22.1pp | 69.8%+28.8pp |
| Annual return | -16.15% | -10.89%-5.3pp | 35.91%-52.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $4,872 | $2,153+126.3% | $2,836+71.8% | $2,544+91.5% |
| Participant deferral / active EE | $10,334 | $4,100+152.0% | $4,656+122.0% | $4,237+143.9% |
| Admin fee / account holder | $56 | $642-91.2% | $7,493-99.3% | $593-90.5% |