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 | $40,566 |
COOK STREET CONSULTING1 year Service code 16 · EIN 84-0854432 | Consulting | $31,250 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,228 |
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 | $57,939 | $62,544-7.4% | $129,207-55.2% | $199,593-71.0% |
| Participation rate | 60.1% | 56.8%+3.4pp | 69.6%-9.5pp | 72.0%-11.8pp |
| Annual return | 14.35% | 16.95%-2.6pp | 9417.33%-9403.0pp | 34.25%-19.9pp |
| Employer contribution / active EE | $3,251 | $2,394+35.8% | $4,153-21.7% | $3,034+7.2% |
| Participant deferral / active EE | $3,860 | $3,123+23.6% | $4,168-7.4% | $5,087-24.1% |
| Admin fee / account holder | $73 | $167-56.4% | $7,715-99.1% | $269-72.9% |