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 | $51,422 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,220 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $7,875 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,011 | $94,621-67.2% | $138,135-77.5% | $73,409-57.8% |
| Participation rate | 94.4% | 83.4%+10.9pp | 78.7%+15.7pp | 72.2%+22.2pp |
| Annual return | 13.19% | 16.57%-3.4pp | 20.51%-7.3pp | 59.29%-46.1pp |
| Employer contribution / active EE | $2,103 | $4,410-52.3% | $5,587-62.4% | $2,234-5.8% |
| Participant deferral / active EE | $4,566 | $6,199-26.3% | $6,431-29.0% | $3,805+20.0% |
| Admin fee / account holder | $59 | $140-58.2% | $11,856-99.5% | $158-62.9% |