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 | $58,640 |
Service code 27 · EIN 26-2219855 | Advisory (Plan) | $22,917 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,639 | $46,966+56.8% | $185,117-60.2% | $69,631+5.8% |
| Participation rate | 51.4% | 65.3%-13.8pp | 77.3%-25.8pp | 70.7%-19.3pp |
| Annual return | 19.20% | 22.36%-3.2pp | 40.50%-21.3pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,358 | $1,360-0.1% | $4,182-67.5% | $2,032-33.2% |
| Participant deferral / active EE | $2,597 | $3,017-13.9% | $5,045-48.5% | $3,224-19.4% |
| Admin fee / account holder | $267 | $94+184.3% | $8,159-96.7% | $110+141.6% |