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 | $17,326 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,895 | $65,118+10.4% | $76,768-6.3% | $55,725+29.0% |
| Participation rate | 69.1% | 79.6%-10.5pp | 77.0%-7.8pp | 70.9%-1.7pp |
| Annual return | -6.54% | -1.27%-5.3pp | 2.43%-9.0pp | 244.93%-251.5pp |
| Employer contribution / active EE | $3,145 | $1,941+62.0% | $2,485+26.6% | $2,078+51.3% |
| Participant deferral / active EE | $6,348 | $3,688+72.1% | $3,852+64.8% | $3,356+89.2% |
| Admin fee / account holder | $94 | $116-18.9% | $6,675-98.6% | $115-18.4% |