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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $86,594 |
Filed as: NORTHWESTERN MUTUAL Service code 28 · EIN 39-2018056 | Investment Management | $80,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,078 |
HANCOCK ASKEW & CO., LLP2 years Filed as: HANCOCK ASKEW & CO, LLP Service code 10 · EIN 58-0662558 | Accounting | $20,500 |
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 | $67,944 | $123,048-44.8% | $81,983-17.1% | $106,222-36.0% |
| Participation rate | 57.1% | 65.1%-7.9pp | 69.2%-12.1pp | 70.8%-13.7pp |
| Annual return | 21.01% | 14.83%+6.2pp | 41.31%-20.3pp | 21.69%-0.7pp |
| Employer contribution / active EE | $781 | $3,893-79.9% | $2,498-68.7% | $2,723-71.3% |
| Participant deferral / active EE | $2,894 | $4,168-30.5% | $3,722-22.2% | $4,600-37.1% |
| Admin fee / account holder | $33 | $116-72.0% | $5,664-99.4% | $78-58.5% |