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 8-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 | $84,968 |
FROEHLING ANDERSON2 years Filed as: FROEHLING ANDERSON LTD Service code 10 · EIN 41-1384792 | Accounting | $32,930 |
Service code 27 · EIN 87-4130828 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,226 |
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 | $51,132 | $129,021-60.4% | $184,203-72.2% | $77,643-34.1% |
| Participation rate | 41.7% | 87.3%-45.6pp | 86.8%-45.1pp | 70.6%-28.9pp |
| Annual return | 11.71% | 33.27%-21.6pp | 28.81%-17.1pp | 31.24%-19.5pp |
| Employer contribution / active EE | $3,343 | $4,413-24.3% | $6,427-48.0% | $2,726+22.6% |
| Participant deferral / active EE | $6,238 | $7,297-14.5% | $9,131-31.7% | $4,647+34.2% |
| Admin fee / account holder | $161 | $254-36.6% | $13,901-98.8% | $430-62.6% |