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 16 · EIN 82-1364595 | Consulting | $37,500 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,770 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,439 |
WEAVER AND TIDWELL, LLP6 years Service code 10 · EIN 75-0786316 | Accounting | $11,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,576 | $72,254-17.5% | $86,677-31.3% | $64,808-8.1% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.6%-22.1pp | 71.5%-17.0pp |
| Annual return | -13.51% | 392.42%-405.9pp | 35.91%-49.4pp | 32.82%-46.3pp |
| Employer contribution / active EE | $319 | $2,393-86.7% | $2,836-88.8% | $2,506-87.3% |
| Participant deferral / active EE | $2,679 | $4,658-42.5% | $4,656-42.5% | $4,310-37.8% |
| Admin fee / account holder | $138 | $174-20.7% | $7,493-98.2% | $188-26.5% |