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 | $28,914 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,587 |
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 | $68,393 | $46,423+47.3% | $75,886-9.9% | $67,579+1.2% |
| Participation rate | 61.6% | 63.1%-1.5pp | 69.3%-7.7pp | 71.3%-9.7pp |
| Annual return | 21.05% | 32.29%-11.2pp | 30.76%-9.7pp | 378.56%-357.5pp |
| Employer contribution / active EE | $2,554 | $1,406+81.6% | $2,500+2.2% | $2,148+18.9% |
| Participant deferral / active EE | $1,784 | $2,564-30.4% | $3,603-50.5% | $3,539-49.6% |
| Admin fee / account holder | $70 | $132-46.5% | $5,418-98.7% | $142-50.5% |