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 60 · EIN 04-2647786 | Sub-TA Fees | $76,869 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,503 |
JONES WALKER LLP4 years Filed as: JONES WALKER Service code 29 · EIN 72-0445111 | Legal | $5,420 |
CARR, RIGGS & INGRAM, LLC5 years Service code 10 · EIN 72-1396621 | Accounting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,857 | $57,610-74.2% | $154,803-90.4% | $102,872-85.6% |
| Participation rate | 63.1% | 59.5%+3.7pp | 78.1%-15.0pp | 73.0%-9.9pp |
| Annual return | 22.84% | 30.49%-7.6pp | 58.88%-36.0pp | 19.06%+3.8pp |
| Employer contribution / active EE | $955 | $1,883-49.3% | $4,305-77.8% | $3,526-72.9% |
| Participant deferral / active EE | $1,874 | $2,914-35.7% | $5,540-66.2% | $5,535-66.2% |
| Admin fee / account holder | $50 | $368-86.3% | $14,329-99.6% | $292-82.8% |