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 | $32,611 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,914 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,258 | $88,874+10.6% | $123,544-20.5% | $75,289+30.5% |
| Participation rate | 58.0% | 75.9%-17.8pp | 82.3%-24.3pp | 72.4%-14.4pp |
| Annual return | -4.84% | 4.22%-9.1pp | 119.20%-124.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $5,716 | $3,256+75.6% | $4,628+23.5% | $2,405+137.7% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $42 | $95-55.5% | $9,284-99.5% | $102-58.9% |