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 | $226,265 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,759 | $47,456+306.2% | $172,739+11.6% | $77,787+147.8% |
| Participation rate | 48.9% | 66.3%-17.4pp | 82.6%-33.8pp | 73.2%-24.3pp |
| Annual return | 24.52% | 35.57%-11.0pp | 802.84%-778.3pp | 32.57%-8.1pp |
| Employer contribution / active EE | $5,379 | $1,574+241.7% | $5,143+4.6% | $2,504+114.8% |
| Participant deferral / active EE | $6,145 | $2,560+140.1% | $5,198+18.2% | $3,967+54.9% |
| Admin fee / account holder | $114 | $81+41.6% | $13,954-99.2% | $100+14.4% |