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 | $378,024 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $83,547 |
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 | $70,912 | $85,938-17.5% | $125,175-43.3% | $89,569-20.8% |
| Participation rate | 62.8% | 73.9%-11.0pp | 79.8%-17.0pp | 69.6%-6.7pp |
| Annual return | 23.91% | 20.69%+3.2pp | 43.79%-19.9pp | 34.56%-10.6pp |
| Employer contribution / active EE | $2,234 | $2,681-16.7% | $3,865-42.2% | $2,584-13.6% |
| Participant deferral / active EE | $3,517 | $3,818-7.9% | $4,937-28.8% | $4,220-16.7% |
| Admin fee / account holder | $48 | $56-15.6% | $9,702-99.5% | $72-33.6% |