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 | $94,417 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $93,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,507 |
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 | $81,959 | $120,450-32.0% | $159,436-48.6% | $93,030-11.9% |
| Participation rate | 63.4% | 78.0%-14.6pp | 82.8%-19.4pp | 73.9%-10.5pp |
| Annual return | 16.72% | 27.11%-10.4pp | 263.57%-246.9pp | 158.70%-142.0pp |
| Employer contribution / active EE | $2,208 | $3,526-37.4% | $4,829-54.3% | $2,706-18.4% |
| Participant deferral / active EE | $6,090 | $7,283-16.4% | $7,352-17.2% | $4,562+33.5% |
| Admin fee / account holder | $92 | $137-33.0% | $10,799-99.2% | $152-39.6% |