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 | $376,197 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $119,289 |
SQUIRE PATTON BOGGS US LLP1+ years Filed as: SQUIRE PATTON BOGGS, LLP Service code 29 · EIN 34-0648199 | Legal | $13,343 |
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 | $17,902 | $55,785-67.9% | $96,562-81.5% | $106,520-83.2% |
| Participation rate | 92.3% | 53.4%+38.9pp | 69.8%+22.5pp | 71.3%+21.0pp |
| Annual return | 26.87% | 17.66%+9.2pp | 37.78%-10.9pp | 19.28%+7.6pp |
| Employer contribution / active EE | $876 | $1,042-15.9% | $2,356-62.8% | $2,840-69.2% |
| Participant deferral / active EE | $1,521 | $1,782-14.7% | $3,849-60.5% | $4,948-69.3% |
| Admin fee / account holder | $28 | $59-52.4% | $6,181-99.5% | $75-62.5% |