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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 | $46,974 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $37,540 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,093 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,042 | $48,669+15.1% | $93,654-40.2% | $199,768-71.9% |
| Participation rate | 28.8% | 63.7%-34.8pp | 68.7%-39.9pp | 72.0%-43.2pp |
| Annual return | 11.45% | 15.38%-3.9pp | 133.34%-121.9pp | 34.26%-22.8pp |
| Employer contribution / active EE | $635 | $1,137-44.1% | $2,421-73.8% | $3,037-79.1% |
| Participant deferral / active EE | $1,247 | $2,823-55.8% | $4,413-71.7% | $5,090-75.5% |
| Admin fee / account holder | $234 | $195+20.0% | $8,282-97.2% | $269-13.0% |