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 | $21,406 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,801 |
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 | $81,493 | $82,917-1.7% | $103,333-21.1% | $77,643+5.0% |
| Participation rate | 41.4% | 71.6%-30.1pp | 74.5%-33.1pp | 70.6%-29.1pp |
| Annual return | 25.12% | 19.13%+6.0pp | 24.88%+0.2pp | 31.24%-6.1pp |
| Employer contribution / active EE | $1,591 | $3,552-55.2% | $3,868-58.9% | $2,726-41.6% |
| Participant deferral / active EE | $3,670 | $4,108-10.7% | $5,057-27.4% | $4,647-21.0% |
| Admin fee / account holder | $134 | $638-79.0% | $8,355-98.4% | $430-68.9% |