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 | $27,073 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,417 | $72,254-8.1% | $86,677-23.4% | $64,808+2.5% |
| Participation rate | 43.3% | 80.4%-37.1pp | 76.6%-33.3pp | 71.5%-28.2pp |
| Annual return | -17.80% | 392.42%-410.2pp | 35.91%-53.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,432 | $2,393-40.1% | $2,836-49.5% | $2,506-42.8% |
| Participant deferral / active EE | $2,920 | $4,658-37.3% | $4,656-37.3% | $4,310-32.2% |
| Admin fee / account holder | $296 | $174+70.1% | $7,493-96.1% | $188+57.5% |