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 | $46,693 |
USCA RIA LLC3 years Service code 27 · EIN 61-1687272 | Advisory (Plan) | $46,555 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,619 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,159 | $37,317-11.1% | $77,024-56.9% | $77,904-57.4% |
| Participation rate | 43.2% | 46.9%-3.7pp | 67.9%-24.7pp | 73.7%-30.5pp |
| Annual return | -18.06% | -5.88%-12.2pp | 42.32%-60.4pp | 12.21%-30.3pp |
| Employer contribution / active EE | $1,579 | $1,218+29.6% | $2,812-43.9% | $2,848-44.6% |
| Participant deferral / active EE | $3,984 | $2,564+55.3% | $4,426-10.0% | $4,806-17.1% |
| Admin fee / account holder | $188 | $126+49.5% | $5,425-96.5% | $133+41.7% |