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 | $370,013 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,297 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 · EIN 04-3638035 | Advisory (Plan) | $50,000 |
FORVIS MAZARS, LLP1+ years Filed as: FORVIS /BKD Service code 10 · EIN 44-0160260 | Accounting | $16,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,592 | $80,242-50.7% | $119,609-66.9% | $89,394-55.7% |
| Participation rate | 37.0% | 78.3%-41.3pp | 79.3%-42.3pp | 71.3%-34.3pp |
| Annual return | -9.01% | -12.97%+4.0pp | -14.97%+6.0pp | -11.89%+2.9pp |
| Employer contribution / active EE | $859 | $2,684-68.0% | $4,232-79.7% | $3,022-71.6% |
| Participant deferral / active EE | $2,524 | $4,686-46.1% | $5,602-54.9% | $5,123-50.7% |
| Admin fee / account holder | $108 | $66+62.5% | $10,323-99.0% | $79+35.8% |