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 | $87,453 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,744 |
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.
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 | $75,229 | $46,292+62.5% | $143,757-47.7% | $64,808+16.1% |
| Participation rate | 61.5% | 64.2%-2.7pp | 80.3%-18.8pp | 71.5%-10.0pp |
| Annual return | -17.54% | -10.05%-7.5pp | -0.04%-17.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $1,369 | $1,910-28.3% | $4,951-72.4% | $2,506-45.4% |
| Participant deferral / active EE | $5,447 | $2,646+105.9% | $5,637-3.4% | $4,310+26.4% |
| Admin fee / account holder | $160 | $154+4.2% | $14,673-98.9% | $188-14.7% |