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 | $132,719 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,545 |
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 | $69,441 | $63,321+9.7% | $68,791+0.9% | $77,904-10.9% |
| Participation rate | 68.4% | 71.1%-2.7pp | 69.0%-0.6pp | 73.7%-5.3pp |
| Annual return | -16.07% | -6.50%-9.6pp | -6.38%-9.7pp | 12.21%-28.3pp |
| Employer contribution / active EE | $6,182 | $2,794+121.3% | $2,655+132.8% | $2,848+117.1% |
| Participant deferral / active EE | $5,603 | $4,029+39.1% | $3,941+42.2% | $4,806+16.6% |
| Admin fee / account holder | $86 | $104-18.0% | $4,932-98.3% | $133-35.5% |