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 5-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 | $7,781 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,439 |
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.
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 | $40,017 | $69,305-42.3% | $82,313-51.4% | $69,631-42.5% |
| Participation rate | 69.3% | 80.3%-11.0pp | 76.9%-7.6pp | 70.7%-1.4pp |
| Annual return | 20.94% | 21.47%-0.5pp | 25.88%-4.9pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $799 | $1,887-57.6% | $2,428-67.1% | $2,032-60.7% |
| Participant deferral / active EE | $1,650 | $3,568-53.8% | $3,706-55.5% | $3,224-48.8% |
| Admin fee / account holder | $22 | $97-77.3% | $5,608-99.6% | $110-80.0% |