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 | $69,803 |
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,751 |
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 | $86,863 | $58,347+48.9% | $85,682+1.4% | $86,799+0.1% |
| Participation rate | 68.9% | 64.9%+4.0pp | 69.9%-1.0pp | 72.3%-3.4pp |
| Annual return | 12.48% | 18.43%-6.0pp | 21.49%-9.0pp | 97.91%-85.4pp |
| Employer contribution / active EE | $2,211 | $1,751+26.3% | $2,618-15.6% | $2,405-8.1% |
| Participant deferral / active EE | $4,756 | $3,065+55.2% | $3,923+21.3% | $4,131+15.1% |
| Admin fee / account holder | $289 | $147+95.8% | $6,873-95.8% | $170+70.3% |