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 | $56,159 |
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,166 |
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 | $70,018 | $46,423+50.8% | $75,886-7.7% | $67,579+3.6% |
| Participation rate | 61.4% | 63.1%-1.7pp | 69.3%-7.9pp | 71.3%-9.9pp |
| Annual return | 20.25% | 32.29%-12.0pp | 30.76%-10.5pp | 378.56%-358.3pp |
| Employer contribution / active EE | $1,787 | $1,406+27.1% | $2,500-28.5% | $2,148-16.8% |
| Participant deferral / active EE | $3,544 | $2,564+38.2% | $3,603-1.6% | $3,539+0.1% |
| Admin fee / account holder | $256 | $132+94.5% | $5,418-95.3% | $142+80.1% |