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 | $33,050 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,833 | $50,458+68.1% | $159,960-47.0% | $64,808+30.9% |
| Participation rate | 50.5% | 68.0%-17.5pp | 78.0%-27.4pp | 71.5%-20.9pp |
| Annual return | -20.10% | -13.42%-6.7pp | 408.60%-428.7pp | 32.82%-52.9pp |
| Employer contribution / active EE | $1,795 | $1,722+4.2% | $4,226-57.5% | $2,506-28.4% |
| Participant deferral / active EE | $4,087 | $4,004+2.1% | $6,182-33.9% | $4,310-5.2% |
| Admin fee / account holder | $229 | $706-67.6% | $8,698-97.4% | $188+21.9% |