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 13 · EIN 42-0127290 | Contract Administrator | $28,259 |
INVESTMENT ADVISORS CORP1 year Filed as: H & H INVESTMENT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $9,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,185 | $72,607+33.9% | $90,749+7.1% | $66,914+45.2% |
| Participation rate | 67.8% | 73.7%-5.9pp | 75.7%-7.9pp | 69.8%-2.0pp |
| Annual return | -1.32% | -12.28%+11.0pp | -12.16%+10.8pp | 1.58%-2.9pp |
| Employer contribution / active EE | $805 | $2,369-66.0% | $2,921-72.4% | $2,544-68.3% |
| Participant deferral / active EE | $3,214 | $3,977-19.2% | $4,564-29.6% | $4,237-24.2% |
| Admin fee / account holder | $174 | $707-75.3% | $8,445-97.9% | $593-70.6% |