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 7-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 | $18,416 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,337 |
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 | $59,664 | $42,353+40.9% | $79,550-25.0% | $64,808-7.9% |
| Participation rate | 56.8% | 64.8%-7.9pp | 69.5%-12.7pp | 71.5%-14.6pp |
| Annual return | -15.52% | -12.24%-3.3pp | 0.16%-15.7pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,015 | $1,181-14.0% | $2,413-57.9% | $2,506-59.5% |
| Participant deferral / active EE | $2,893 | $3,170-8.7% | $3,985-27.4% | $4,310-32.9% |
| Admin fee / account holder | $65 | $160-59.2% | $6,832-99.0% | $188-65.3% |