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 | $462,046 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,429 |
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 | $46,197 | $45,365+1.8% | $58,482-21.0% | $96,393-52.1% |
| Participation rate | 16.0% | 30.9%-14.9pp | 50.9%-34.9pp | 71.3%-55.3pp |
| Annual return | 20.33% | 20.48%-0.1pp | 4239.32%-4219.0pp | 22.88%-2.5pp |
| Employer contribution / active EE | $322 | $584-44.8% | $1,053-69.4% | $3,238-90.0% |
| Participant deferral / active EE | $655 | $1,304-49.7% | $1,924-65.9% | $5,455-88.0% |
| Admin fee / account holder | $57 | $74-23.1% | $2,516-97.7% | $74-22.8% |