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 | $42,005 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,077 |
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 | $105,988 | $56,638+87.1% | $169,368-37.4% | $74,419+42.4% |
| Participation rate | 50.6% | 67.5%-16.9pp | 77.1%-26.5pp | 70.7%-20.1pp |
| Annual return | 24.62% | 24.75%-0.1pp | 405.60%-381.0pp | 34.38%-9.8pp |
| Employer contribution / active EE | $1,835 | $2,027-9.4% | $4,013-54.3% | $2,637-30.4% |
| Participant deferral / active EE | $4,144 | $4,223-1.9% | $6,221-33.4% | $4,528-8.5% |
| Admin fee / account holder | $271 | $307-11.5% | $9,003-97.0% | $348-22.0% |