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 | $23,111 |
COHNREZNICK LLP5 years Service code 10 · EIN 33-4144829 | Accounting | $4,700 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,339 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $2,308 |
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 | $75,994 | $50,815+49.6% | $155,509-51.1% | $77,643-2.1% |
| Participation rate | 65.2% | 63.1%+2.1pp | 78.2%-13.0pp | 70.6%-5.3pp |
| Annual return | 14.05% | 34.80%-20.8pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,106 | $1,993-44.5% | $4,672-76.3% | $2,726-59.4% |
| Participant deferral / active EE | $4,136 | $2,822+46.6% | $5,626-26.5% | $4,647-11.0% |
| Admin fee / account holder | $50 | $437-88.4% | $15,912-99.7% | $430-88.3% |