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 6-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 | $98,692 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,377 |
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 | $57,801 | $105,247-45.1% | $87,100-33.6% | $77,787-25.7% |
| Participation rate | 63.6% | 85.8%-22.2pp | 76.9%-13.2pp | 73.2%-9.6pp |
| Annual return | 0.00% | 24.52%-24.5pp | 28.19%-28.2pp | 32.57%-32.6pp |
| Employer contribution / active EE | $3,198 | $2,895+10.5% | $2,521+26.8% | $2,504+27.7% |
| Participant deferral / active EE | $2,825 | $5,060-44.2% | $4,049-30.2% | $3,967-28.8% |
| Admin fee / account holder | $54 | $104-48.0% | $7,497-99.3% | $100-45.7% |