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 | $44,783 |
Service code 16 · EIN 82-1364595 | Consulting | $30,000 |
WEAVER AND TIDWELL, LLP7 years Service code 10 · EIN 75-0786316 | Accounting | $14,420 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,240 | $99,078-32.1% | $96,544-30.4% | $74,419-9.6% |
| Participation rate | 58.6% | 80.7%-22.0pp | 76.0%-17.3pp | 70.7%-12.1pp |
| Annual return | 14.78% | 22.48%-7.7pp | 25.84%-11.1pp | 34.38%-19.6pp |
| Employer contribution / active EE | $1,436 | $2,570-44.1% | $2,965-51.6% | $2,637-45.6% |
| Participant deferral / active EE | $3,199 | $4,933-35.1% | $4,851-34.0% | $4,528-29.3% |
| Admin fee / account holder | $170 | $225-24.1% | $8,252-97.9% | $348-51.0% |