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 | $72,668 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,937 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,364 | $104,697-59.5% | $96,544-56.1% | $80,160-47.2% |
| Participation rate | 62.0% | 86.4%-24.3pp | 76.0%-13.9pp | 72.9%-10.9pp |
| Annual return | 24.59% | 21.78%+2.8pp | 25.84%-1.3pp | 40.38%-15.8pp |
| Employer contribution / active EE | $1,402 | $3,536-60.4% | $2,965-52.7% | $2,978-52.9% |
| Participant deferral / active EE | $3,007 | $6,188-51.4% | $4,851-38.0% | $5,017-40.1% |
| Admin fee / account holder | $82 | $107-22.9% | $8,252-99.0% | $145-43.2% |