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 5-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 | $13,775 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,886 |
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 | $38,889 | $100,227-61.2% | $169,993-77.1% | $74,419-47.7% |
| Participation rate | 73.8% | 87.3%-13.5pp | 87.0%-13.2pp | 70.7%+3.1pp |
| Annual return | 32.47% | 66.08%-33.6pp | 53.37%-20.9pp | 34.38%-1.9pp |
| Employer contribution / active EE | $3,191 | $4,263-25.2% | $6,785-53.0% | $2,637+21.0% |
| Participant deferral / active EE | $7,932 | $7,143+11.0% | $10,408-23.8% | $4,528+75.2% |
| Admin fee / account holder | $47 | $234-79.7% | $12,815-99.6% | $348-86.3% |