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 9-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 | $48,339 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $16,835 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,118 |
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.
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 | $51,996 | $95,274-45.4% | $135,903-61.7% | $74,419-30.1% |
| Participation rate | 64.9% | 78.2%-13.3pp | 81.9%-17.0pp | 70.7%-5.9pp |
| Annual return | 28.52% | 32.77%-4.2pp | 68.23%-39.7pp | 34.38%-5.9pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $8,615 | $7,782+10.7% | $7,758+11.1% | $4,528+90.3% |
| Admin fee / account holder | $124 | $266-53.4% | $10,762-98.8% | $348-64.3% |