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 | $9,259 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,803 | $88,890-5.7% | $102,423-18.2% | $77,643+7.9% |
| Participation rate | 32.1% | 80.9%-48.8pp | 76.5%-44.4pp | 70.6%-38.5pp |
| Annual return | 14.16% | 24.98%-10.8pp | 29.32%-15.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,026 | $5,145-60.6% | $5,053-59.9% | $4,647-56.4% |
| Admin fee / account holder | $77 | $235-67.2% | $9,451-99.2% | $430-82.0% |