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 | $162,221 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,883 |
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 | $47,257 | $110,299-57.2% | $102,423-53.9% | $199,593-76.3% |
| Participation rate | 92.9% | 86.3%+6.6pp | 76.5%+16.4pp | 72.0%+20.9pp |
| Annual return | 16.31% | 35.73%-19.4pp | 29.32%-13.0pp | 34.25%-17.9pp |
| Employer contribution / active EE | $4,275 | $3,603+18.7% | $3,023+41.4% | $3,034+40.9% |
| Participant deferral / active EE | $6,327 | $6,376-0.8% | $5,053+25.2% | $5,087+24.4% |
| Admin fee / account holder | $98 | $122-19.5% | $9,451-99.0% | $269-63.4% |