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 | $147,368 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,362 |
MMA SECURITIES LLC1 year Service code 16 · EIN 22-3570392 | Consulting | $31,974 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,638 | $49,270-58.1% | $156,549-86.8% | $329,111-93.7% |
| Participation rate | 31.7% | 68.1%-36.4pp | 84.0%-52.3pp | 67.9%-36.2pp |
| Annual return | 8.51% | 23.25%-14.7pp | 32.23%-23.7pp | 16.35%-7.8pp |
| Employer contribution / active EE | $310 | $1,534-79.8% | $5,501-94.4% | $2,303-86.5% |
| Participant deferral / active EE | $570 | $2,920-80.5% | $4,871-88.3% | $3,682-84.5% |
| Admin fee / account holder | $28 | $51-43.7% | $13,027-99.8% | $754-96.2% |