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 | $39,320 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,581 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,400 | $100,227-70.7% | $169,993-82.7% | $74,419-60.5% |
| Participation rate | 77.9% | 87.3%-9.4pp | 87.0%-9.1pp | 70.7%+7.2pp |
| Annual return | 22.89% | 66.08%-43.2pp | 53.37%-30.5pp | 34.38%-11.5pp |
| Employer contribution / active EE | $1,208 | $4,263-71.7% | $6,785-82.2% | $2,637-54.2% |
| Participant deferral / active EE | $4,745 | $7,143-33.6% | $10,408-54.4% | $4,528+4.8% |
| Admin fee / account holder | $135 | $234-42.3% | $12,815-98.9% | $348-61.1% |