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 3-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 | $130,332 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $107,427 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $83,979 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $25,200 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $118,650 | $122,186-2.9% | $146,958-19.3% | $199,593-40.6% |
| Participation rate | 49.3% | 78.3%-29.0pp | 82.2%-32.8pp | 72.0%-22.7pp |
| Annual return | 18.10% | 30.56%-12.5pp | 418.34%-400.2pp | 34.25%-16.1pp |
| Employer contribution / active EE | $435 | $4,093-89.4% | $4,933-91.2% | $3,034-85.7% |
| Participant deferral / active EE | $3,405 | $8,502-60.0% | $8,070-57.8% | $5,087-33.1% |
| Admin fee / account holder | $103 | $179-42.5% | $12,998-99.2% | $269-61.8% |