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 | $40,828 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $85,399 | $46,292+84.5% | $143,757-40.6% | $64,808+31.8% |
| Participation rate | 66.1% | 64.2%+1.9pp | 80.3%-14.2pp | 71.5%-5.3pp |
| Annual return | -17.97% | -10.05%-7.9pp | -0.04%-17.9pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,875 | $1,910-1.8% | $4,951-62.1% | $2,506-25.2% |
| Participant deferral / active EE | $4,666 | $2,646+76.4% | $5,637-17.2% | $4,310+8.3% |
| Admin fee / account holder | $223 | $154+45.1% | $14,673-98.5% | $188+18.8% |