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 | $62,760 |
COOK STREET CONSULTING2 years Service code 16 · EIN 84-0854432 | Consulting | $37,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,675 |
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 | $74,686 | $84,030-11.1% | $126,539-41.0% | $102,872-27.4% |
| Participation rate | 68.7% | 58.3%+10.5pp | 69.8%-1.1pp | 73.0%-4.3pp |
| Annual return | 17.59% | 17.79%-0.2pp | 425.95%-408.4pp | 19.06%-1.5pp |
| Employer contribution / active EE | $3,233 | $3,287-1.7% | $3,674-12.0% | $3,526-8.3% |
| Participant deferral / active EE | $3,910 | $3,749+4.3% | $4,083-4.2% | $5,535-29.4% |
| Admin fee / account holder | $100 | $299-66.7% | $6,065-98.4% | $292-65.9% |