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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,216 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,724 | $65,557+111.6% | $64,056+116.6% | $71,457+94.1% |
| Participation rate | 69.4% | 73.2%-3.7pp | 72.3%-2.9pp | 67.9%+1.5pp |
| Annual return | 19.22% | 18.94%+0.3pp | 33.69%-14.5pp | 28.85%-9.6pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $9,297 | $3,626+156.4% | $3,880+139.6% | $4,289+116.8% |
| Admin fee / account holder | $57 | $616-90.8% | $3,068-98.2% | $1,587-96.4% |