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 | $23,210 |
COHNREZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $20,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,597 |
Filed as: DIMEO SCHNEIDER Service code 27 · EIN 36-4001764 | Advisory (Plan) | $1,830 |
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 | $63,949 | $47,126+35.7% | $149,673-57.3% | $74,419-14.1% |
| Participation rate | 68.4% | 63.4%+5.0pp | 78.8%-10.4pp | 70.7%-2.4pp |
| Annual return | 17.09% | 22.75%-5.7pp | 134.42%-117.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $971 | $1,905-49.0% | $4,818-79.8% | $2,637-63.2% |
| Participant deferral / active EE | $3,532 | $2,728+29.5% | $5,680-37.8% | $4,528-22.0% |
| Admin fee / account holder | $64 | $343-81.3% | $13,210-99.5% | $348-81.6% |