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 | $26,616 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,757 |
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 | $74,281 | $99,078-25.0% | $96,544-23.1% | $74,419-0.2% |
| Participation rate | 45.3% | 80.7%-35.4pp | 76.0%-30.7pp | 70.7%-25.5pp |
| Annual return | 20.65% | 22.48%-1.8pp | 25.84%-5.2pp | 34.38%-13.7pp |
| Employer contribution / active EE | $1,433 | $2,570-44.2% | $2,965-51.7% | $2,637-45.7% |
| Participant deferral / active EE | $3,092 | $4,933-37.3% | $4,851-36.3% | $4,528-31.7% |
| Admin fee / account holder | $264 | $225+17.4% | $8,252-96.8% | $348-24.2% |