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 | $10,853 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,468 |
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 | $50,982 | $57,435-11.2% | $105,218-51.5% | $55,191-7.6% |
| Participation rate | 62.9% | 71.3%-8.5pp | 77.2%-14.3pp | 69.2%-6.3pp |
| Annual return | 1.12% | 2.97%-1.8pp | 5.33%-4.2pp | 10.78%-9.7pp |
| Employer contribution / active EE | $2,603 | $1,920+35.6% | $3,255-20.0% | $1,899+37.1% |
| Participant deferral / active EE | $6,400 | $3,495+83.1% | $4,867+31.5% | $3,046+110.1% |
| Admin fee / account holder | $47 | $70-33.7% | $6,992-99.3% | $91-48.6% |