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 | $19,564 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,265 | $41,467+26.0% | $67,313-22.4% | $55,725-6.2% |
| Participation rate | 64.7% | 62.5%+2.2pp | 69.1%-4.4pp | 70.9%-6.2pp |
| Annual return | -6.60% | 0.82%-7.4pp | -4.08%-2.5pp | 244.93%-251.5pp |
| Employer contribution / active EE | $8,685 | $1,316+559.8% | $2,566+238.5% | $2,078+317.9% |
| Participant deferral / active EE | $1,661 | $2,399-30.8% | $3,568-53.4% | $3,356-50.5% |
| Admin fee / account holder | $45 | $102-56.1% | $4,507-99.0% | $115-61.1% |