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 5-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 | $136,800 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $115,368 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $75,010 | $48,698+54.0% | $93,606-19.9% | $199,593-62.4% |
| Participation rate | 26.8% | 63.5%-36.8pp | 68.7%-42.0pp | 72.0%-45.2pp |
| Annual return | 12.93% | 15.34%-2.4pp | 133.20%-120.3pp | 34.25%-21.3pp |
| Employer contribution / active EE | $734 | $1,135-35.3% | $2,420-69.7% | $3,034-75.8% |
| Participant deferral / active EE | $1,687 | $2,817-40.1% | $4,411-61.8% | $5,087-66.8% |
| Admin fee / account holder | $205 | $195+4.8% | $8,285-97.5% | $269-23.9% |