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 | $9,819 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,361 | $30,599+100.5% | $74,583-17.7% | $57,658+6.4% |
| Participation rate | 26.9% | 49.1%-22.3pp | 68.1%-41.3pp | 70.2%-43.4pp |
| Annual return | 3.82% | 14.24%-10.4pp | 20.47%-16.6pp | 5.13%-1.3pp |
| Employer contribution / active EE | $694 | $1,000-30.5% | $2,525-72.5% | $1,974-64.8% |
| Participant deferral / active EE | $1,401 | $1,805-22.4% | $3,458-59.5% | $3,061-54.2% |
| Admin fee / account holder | $57 | $98-42.3% | $4,138-98.6% | $95-40.1% |