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 27 · EIN 41-2212501 | Advisory (Plan) | $40,084 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,439 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $74,236 | $71,142+4.3% | $119,609-37.9% | $64,808+14.5% |
| Participation rate | 62.9% | 78.6%-15.7pp | 79.3%-16.3pp | 71.5%-8.5pp |
| Annual return | -15.82% | -10.01%-5.8pp | -14.97%-0.9pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,931 | $2,497-22.7% | $4,232-54.4% | $2,506-23.0% |
| Participant deferral / active EE | $4,465 | $4,490-0.5% | $5,602-20.3% | $4,310+3.6% |
| Admin fee / account holder | $70 | $162-57.1% | $10,323-99.3% | $188-63.0% |