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 37 · EIN 04-2647786 | Loan Processing | $238,796 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,944 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $72,781 |
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 | $93,017 | $110,299-15.7% | $102,423-9.2% | $199,593-53.4% |
| Participation rate | 69.3% | 86.3%-17.0pp | 76.5%-7.2pp | 72.0%-2.7pp |
| Annual return | 37.69% | 35.73%+2.0pp | 29.32%+8.4pp | 34.25%+3.4pp |
| Employer contribution / active EE | $2,626 | $3,603-27.1% | $3,023-13.2% | $3,034-13.5% |
| Participant deferral / active EE | $5,430 | $6,376-14.8% | $5,053+7.5% | $5,087+6.7% |
| Admin fee / account holder | $138 | $122+13.0% | $9,451-98.5% | $269-48.6% |