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 |
|---|---|---|
USCA RIA LLC4 years Service code 27 · EIN 61-1687272 | Advisory (Plan) | $60,705 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,542 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,959 |
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 | $43,946 | $40,278+9.1% | $80,569-45.5% | $80,160-45.2% |
| Participation rate | 45.5% | 47.5%-2.0pp | 67.0%-21.5pp | 72.9%-27.4pp |
| Annual return | 34.96% | 50.86%-15.9pp | 935.43%-900.5pp | 40.38%-5.4pp |
| Employer contribution / active EE | $1,712 | $1,332+28.5% | $2,723-37.1% | $2,978-42.5% |
| Participant deferral / active EE | $4,437 | $2,696+64.6% | $4,447-0.2% | $5,017-11.6% |
| Admin fee / account holder | $200 | $210-4.9% | $5,377-96.3% | $145+38.0% |