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 10-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 | $9,061 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,603 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,000 | $36,916+59.8% | $156,549-62.3% | $57,658+2.3% |
| Participation rate | 46.7% | 63.4%-16.7pp | 84.0%-37.3pp | 70.2%-23.5pp |
| Annual return | 8.44% | 12.38%-3.9pp | 32.23%-23.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $2,048 | $1,571+30.4% | $5,501-62.8% | $1,974+3.8% |
| Participant deferral / active EE | $3,980 | $1,926+106.7% | $4,871-18.3% | $3,061+30.0% |
| Admin fee / account holder | $36 | $82-56.3% | $13,027-99.7% | $95-61.8% |