Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 16 · EIN 33-0818667 | Consulting | $37,345 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,640 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,994 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,023 | $122,259-29.6% | $147,005-41.5% | $199,768-56.9% |
| Participation rate | 51.0% | 78.3%-27.3pp | 82.2%-31.2pp | 72.0%-21.0pp |
| Annual return | 24.27% | 30.58%-6.3pp | 418.76%-394.5pp | 34.26%-10.0pp |
| Employer contribution / active EE | $0 | $4,097-100.0% | $4,934-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $9,681 | $8,504+13.8% | $8,070+20.0% | $5,090+90.2% |
| Admin fee / account holder | $42 | $179-76.4% | $13,006-99.7% | $269-84.3% |