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 | $53,619 |
Service code 16 · EIN 82-1364595 | Consulting | $38,400 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,479 |
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 | $77,728 | $88,890-12.6% | $102,423-24.1% | $77,643+0.1% |
| Participation rate | 52.4% | 80.9%-28.5pp | 76.5%-24.1pp | 70.6%-18.2pp |
| Annual return | 14.28% | 24.98%-10.7pp | 29.32%-15.0pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,435 | $2,698-46.8% | $3,023-52.5% | $2,726-47.4% |
| Participant deferral / active EE | $3,193 | $5,145-37.9% | $5,053-36.8% | $4,647-31.3% |
| Admin fee / account holder | $183 | $235-22.3% | $9,451-98.1% | $430-57.5% |