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 | $177,323 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,227 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,884 | $95,388-73.9% | $125,339-80.1% | $77,904-68.1% |
| Participation rate | 93.0% | 78.6%+14.4pp | 82.4%+10.7pp | 73.7%+19.3pp |
| Annual return | -10.01% | 116.19%-126.2pp | 572.05%-582.1pp | 12.21%-22.2pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,814-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $7,071 | $7,711-8.3% | $7,446-5.0% | $4,806+47.1% |
| Admin fee / account holder | $68 | $119-42.9% | $10,010-99.3% | $133-48.8% |