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 8-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 16 · EIN 46-5576228 | Consulting | $59,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,831 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,109 |
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 | $75,235 | $106,028-29.0% | $146,958-48.8% | $77,643-3.1% |
| Participation rate | 38.1% | 78.4%-40.3pp | 82.2%-44.0pp | 70.6%-32.5pp |
| Annual return | 50.37% | 56.73%-6.4pp | 418.34%-368.0pp | 31.24%+19.1pp |
| Employer contribution / active EE | $1,315 | $4,063-67.6% | $4,933-73.3% | $2,726-51.8% |
| Participant deferral / active EE | $5,739 | $7,990-28.2% | $8,070-28.9% | $4,647+23.5% |
| Admin fee / account holder | $257 | $337-23.9% | $12,998-98.0% | $430-40.4% |