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 42-1445429 | Advisory (Plan) | $49,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,735 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,236 | $50,815+40.2% | $155,509-54.2% | $77,643-8.3% |
| Participation rate | 52.4% | 63.1%-10.7pp | 78.2%-25.8pp | 70.6%-18.2pp |
| Annual return | 14.56% | 34.80%-20.2pp | 64.67%-50.1pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,414 | $1,993-29.0% | $4,672-69.7% | $2,726-48.1% |
| Participant deferral / active EE | $3,054 | $2,822+8.2% | $5,626-45.7% | $4,647-34.3% |
| Admin fee / account holder | $286 | $437-34.6% | $15,912-98.2% | $430-33.6% |