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 7-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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $153,491 |
MELTON & MELTON LLP1 year Filed as: MELTON AND MELTON Service code 10 · EIN 74-1550819 | Accounting | $17,048 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,467 |
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 | $137,128 | $81,719+67.8% | $101,248+35.4% | $90,288+51.9% |
| Participation rate | 60.2% | 80.7%-20.5pp | 75.8%-15.6pp | 73.4%-13.1pp |
| Annual return | 17.57% | 337.64%-320.1pp | 46.47%-28.9pp | 53.97%-36.4pp |
| Employer contribution / active EE | $3,597 | $3,622-0.7% | $3,660-1.7% | $2,524+42.5% |
| Participant deferral / active EE | $8,338 | $3,310+151.9% | $4,370+90.8% | $4,232+97.0% |
| Admin fee / account holder | $36 | $162-77.9% | $5,945-99.4% | $114-68.7% |