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 | $70,158 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,224 |
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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,477 | $130,141-76.6% | $86,677-64.8% | $77,904-60.9% |
| Participation rate | 56.5% | 85.9%-29.4pp | 76.6%-20.1pp | 73.7%-17.2pp |
| Annual return | -16.50% | -12.75%-3.8pp | 35.91%-52.4pp | 12.21%-28.7pp |
| Employer contribution / active EE | $1,317 | $3,220-59.1% | $2,836-53.6% | $2,848-53.7% |
| Participant deferral / active EE | $2,679 | $5,757-53.5% | $4,656-42.5% | $4,806-44.3% |
| Admin fee / account holder | $76 | $132-42.6% | $7,493-99.0% | $133-43.0% |