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 | $37,540 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,728 |
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 | $111,245 | $69,823+59.3% | $77,163+44.2% | $74,419+49.5% |
| Participation rate | 61.5% | 70.0%-8.5pp | 69.6%-8.0pp | 70.7%-9.2pp |
| Annual return | 67.30% | 19.98%+47.3pp | 37.87%+29.4pp | 34.38%+32.9pp |
| Employer contribution / active EE | $1,407 | $2,150-34.6% | $2,535-44.5% | $2,637-46.7% |
| Participant deferral / active EE | $5,284 | $3,558+48.5% | $3,833+37.9% | $4,528+16.7% |
| Admin fee / account holder | $160 | $398-59.8% | $5,472-97.1% | $348-54.1% |