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 | $11,699 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,018 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,185 | $43,133+164.7% | $89,391+27.7% | $73,488+55.4% |
| Participation rate | 52.8% | 55.0%-2.2pp | 68.0%-15.2pp | 70.7%-17.9pp |
| Annual return | 13.45% | 135.66%-122.2pp | 245.62%-232.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $521 | $1,438-63.7% | $2,586-79.8% | $2,270-77.0% |
| Participant deferral / active EE | $2,503 | $2,445+2.4% | $3,890-35.7% | $3,740-33.1% |
| Admin fee / account holder | $163 | $444-63.3% | $4,881-96.7% | $513-68.3% |