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 4-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 | $528,318 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,014 | $57,150-51.0% | $93,606-70.1% | $106,382-73.7% |
| Participation rate | 50.5% | 49.1%+1.4pp | 68.7%-18.2pp | 69.9%-19.4pp |
| Annual return | 14.58% | 15.81%-1.2pp | 133.20%-118.6pp | 17.37%-2.8pp |
| Employer contribution / active EE | $318 | $1,015-68.7% | $2,420-86.9% | $3,364-90.5% |
| Participant deferral / active EE | $1,040 | $1,853-43.9% | $4,411-76.4% | $5,569-81.3% |
| Admin fee / account holder | $53 | $64-17.1% | $8,285-99.4% | $79-32.7% |