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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,801 |
ELLIOTT DAVIS, LLC5 years Filed as: ELLIOT DAVIS Service code 10 · EIN 57-0381582 | Accounting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,391 | $41,647+28.2% | $96,139-44.5% | $86,799-38.5% |
| Participation rate | 66.4% | 50.2%+16.2pp | 68.4%-2.0pp | 72.3%-5.8pp |
| Annual return | 20.27% | 27.24%-7.0pp | 191.94%-171.7pp | 97.91%-77.6pp |
| Employer contribution / active EE | $1,916 | $1,318+45.4% | $2,797-31.5% | $2,405-20.4% |
| Participant deferral / active EE | $5,181 | $2,412+114.8% | $4,349+19.1% | $4,131+25.4% |
| Admin fee / account holder | $84 | $169-50.3% | $5,537-98.5% | $170-50.3% |