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 27 · EIN 93-0987232 | Advisory (Plan) | $117,271 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,187 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $7,270 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,133 |
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 | $64,111 | $84,000-23.7% | $119,609-46.4% | $77,904-17.7% |
| Participation rate | 43.8% | 77.8%-34.0pp | 79.3%-35.5pp | 73.7%-29.9pp |
| Annual return | -15.34% | -11.59%-3.7pp | -14.97%-0.4pp | 12.21%-27.5pp |
| Employer contribution / active EE | $1,490 | $2,907-48.7% | $4,232-64.8% | $2,848-47.7% |
| Participant deferral / active EE | $3,412 | $4,705-27.5% | $5,602-39.1% | $4,806-29.0% |
| Admin fee / account holder | $122 | $116+5.3% | $10,323-98.8% | $133-8.0% |