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 | $14,629 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,215 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,703 | $69,477+3.2% | $94,646-24.2% | $71,457+0.3% |
| Participation rate | 63.5% | 78.4%-15.0pp | 80.8%-17.3pp | 67.9%-4.4pp |
| Annual return | 22.70% | 29.66%-7.0pp | 156.71%-134.0pp | 28.85%-6.1pp |
| Employer contribution / active EE | $141 | $2,853-95.1% | $3,672-96.2% | $2,588-94.5% |
| Participant deferral / active EE | $12,395 | $7,345+68.8% | $7,418+67.1% | $4,289+189.0% |
| Admin fee / account holder | $298 | $1,210-75.4% | $7,231-95.9% | $1,587-81.2% |