Filed December 30, 2022
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 6-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 | $71,527 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,101 |
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 | $44,909 | $62,688-28.4% | $178,014-74.8% | $77,671-42.2% |
| Participation rate | 58.3% | 66.9%-8.6pp | 77.1%-18.8pp | 70.6%-12.3pp |
| Annual return | 18.70% | 16.16%+2.5pp | 294.80%-276.1pp | 31.21%-12.5pp |
| Employer contribution / active EE | $2,656 | $1,912+38.9% | $3,950-32.8% | $2,726-2.6% |
| Participant deferral / active EE | $5,128 | $4,224+21.4% | $6,276-18.3% | $4,648+10.3% |
| Admin fee / account holder | $149 | $386-61.5% | $10,362-98.6% | $430-65.4% |