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 27 · EIN 47-1411118 | Advisory (Plan) | $19,596 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,819 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,775 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,453 | $79,013-13.4% | $100,391-31.8% | $74,495-8.1% |
| Participation rate | 65.5% | 79.5%-13.9pp | 81.5%-15.9pp | 67.2%-1.7pp |
| Annual return | 17.12% | 20.41%-3.3pp | 49.20%-32.1pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,119 | $7,760+56.2% | $8,082+50.0% | $4,346+178.9% |
| Admin fee / account holder | $329 | $1,320-75.1% | $7,899-95.8% | $1,942-83.0% |