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 | $50,367 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,566 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $476,139 | $127,481+273.5% | $149,696+218.1% | $90,288+427.4% |
| Participation rate | 0.1% | 78.2%-78.2pp | 82.5%-82.4pp | 73.4%-73.3pp |
| Annual return | 14.58% | 57.78%-43.2pp | 276.60%-262.0pp | 53.97%-39.4pp |
| Employer contribution / active EE | $5,885 | $3,448+70.7% | $4,644+26.7% | $2,524+133.2% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $200 | $152+31.8% | $9,309-97.9% | $114+75.2% |