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 | $15,181 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,320 |
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 | $23,216 | $23,119+0.4% | $71,086-67.3% | $75,289-69.2% |
| Participation rate | 22.5% | 36.3%-13.8pp | 54.7%-32.2pp | 72.4%-49.9pp |
| Annual return | -4.00% | -3.32%-0.7pp | 650.59%-654.6pp | -0.04%-4.0pp |
| Employer contribution / active EE | $257 | $399-35.6% | $1,088-76.4% | $2,405-89.3% |
| Participant deferral / active EE | $823 | $960-14.3% | $1,874-56.1% | $3,739-78.0% |
| Admin fee / account holder | $55 | $89-38.4% | $3,082-98.2% | $102-46.1% |