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 | $52,069 |
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,660 |
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 | $86,683 | $49,693+74.4% | $70,515+22.9% | $74,419+16.5% |
| Participation rate | 61.8% | 64.7%-2.9pp | 68.3%-6.6pp | 70.7%-9.0pp |
| Annual return | 15.60% | 21.22%-5.6pp | 32.77%-17.2pp | 34.38%-18.8pp |
| Employer contribution / active EE | $2,315 | $1,773+30.6% | $2,973-22.1% | $2,637-12.2% |
| Participant deferral / active EE | $4,803 | $3,376+42.3% | $4,567+5.2% | $4,528+6.1% |
| Admin fee / account holder | $262 | $316-16.9% | $6,412-95.9% | $348-24.6% |