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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,273 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,712 |
ELLIOTT DAVIS, LLC7 years Filed as: ELLIOT DAVIS DECOSIMO Service code 10 · EIN 57-0381582 | Accounting | $5,250 |
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 | $47,601 | $34,677+37.3% | $77,024-38.2% | $64,808-26.6% |
| Participation rate | 63.1% | 49.8%+13.3pp | 67.9%-4.8pp | 71.5%-8.3pp |
| Annual return | -16.69% | -5.33%-11.4pp | 42.32%-59.0pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,898 | $1,370+38.5% | $2,812-32.5% | $2,506-24.3% |
| Participant deferral / active EE | $5,382 | $2,556+110.5% | $4,426+21.6% | $4,310+24.9% |
| Admin fee / account holder | $60 | $179-66.4% | $5,425-98.9% | $188-68.1% |