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 7-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 27 · EIN 35-2552359 | Advisory (Plan) | $31,661 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,379 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,268 |
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 | $33,419 | $40,385-17.3% | $80,569-58.5% | $74,419-55.1% |
| Participation rate | 56.7% | 47.4%+9.3pp | 67.0%-10.3pp | 70.7%-14.0pp |
| Annual return | 16.53% | 164.85%-148.3pp | 935.43%-918.9pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,591 | $1,496+6.4% | $2,723-41.6% | $2,637-39.7% |
| Participant deferral / active EE | $2,968 | $2,674+11.0% | $4,447-33.3% | $4,528-34.5% |
| Admin fee / account holder | $107 | $720-85.2% | $5,377-98.0% | $348-69.3% |