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 27 · EIN 47-1411118 | Advisory (Plan) | $26,757 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,463 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,206 |
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 | $94,073 | $53,165+76.9% | $86,188+9.1% | $74,419+26.4% |
| Participation rate | 47.0% | 64.9%-17.9pp | 69.0%-22.0pp | 70.7%-23.8pp |
| Annual return | 20.28% | 22.64%-2.4pp | 1168.45%-1148.2pp | 34.38%-14.1pp |
| Employer contribution / active EE | $725 | $1,210-40.0% | $2,380-69.5% | $2,637-72.5% |
| Participant deferral / active EE | $4,399 | $3,234+36.0% | $3,985+10.4% | $4,528-2.9% |
| Admin fee / account holder | $164 | $551-70.2% | $6,852-97.6% | $348-52.8% |