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 3-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 | $324,743 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $153,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,983 | $27,839+115.5% | $61,373-2.3% | $78,044-23.1% |
| Participation rate | 60.6% | 29.8%+30.7pp | 52.6%+8.0pp | 74.4%-13.9pp |
| Annual return | 0.00% | -13.45%+13.5pp | 338.61%-338.6pp | 10.87%-10.9pp |
| Employer contribution / active EE | $633 | $367+72.7% | $1,159-45.4% | $3,125-79.7% |
| Participant deferral / active EE | $3,164 | $968+227.0% | $2,125+48.9% | $5,084-37.8% |
| Admin fee / account holder | $80 | $113-29.5% | $2,130-96.2% | $79+1.2% |