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 | $74,583 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $54,542 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,958 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,278 |
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 | $73,578 | $107,459-31.5% | $135,903-45.9% | $80,160-8.2% |
| Participation rate | 51.1% | 78.0%-27.0pp | 81.9%-30.9pp | 72.9%-21.9pp |
| Annual return | 19.50% | 91.91%-72.4pp | 68.23%-48.7pp | 40.38%-20.9pp |
| Employer contribution / active EE | $1,942 | $3,877-49.9% | $4,856-60.0% | $2,978-34.8% |
| Participant deferral / active EE | $5,239 | $8,195-36.1% | $7,758-32.5% | $5,017+4.4% |
| Admin fee / account holder | $88 | $127-30.9% | $10,762-99.2% | $145-39.5% |