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 | $97,190 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,293 |
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 | $35,535 | $69,823-49.1% | $77,163-53.9% | $74,419-52.2% |
| Participation rate | 49.6% | 70.0%-20.4pp | 69.6%-20.0pp | 70.7%-21.1pp |
| Annual return | 32.15% | 19.98%+12.2pp | 37.87%-5.7pp | 34.38%-2.2pp |
| Employer contribution / active EE | $7,593 | $2,150+253.2% | $2,535+199.5% | $2,637+187.9% |
| Participant deferral / active EE | $11,620 | $3,558+226.6% | $3,833+203.1% | $4,528+156.6% |
| Admin fee / account holder | $90 | $398-77.3% | $5,472-98.3% | $348-74.0% |