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 10-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 | $31,162 |
Service code 27 · EIN 46-2309236 | Advisory (Plan) | $19,770 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,627 | $106,028-19.2% | $146,958-41.7% | $77,643+10.3% |
| Participation rate | 57.0% | 78.4%-21.4pp | 82.2%-25.2pp | 70.6%-13.6pp |
| Annual return | 18.27% | 56.73%-38.5pp | 418.34%-400.1pp | 31.24%-13.0pp |
| Employer contribution / active EE | $1,469 | $4,063-63.8% | $4,933-70.2% | $2,726-46.1% |
| Participant deferral / active EE | $7,891 | $7,990-1.2% | $8,070-2.2% | $4,647+69.8% |
| Admin fee / account holder | $321 | $337-4.9% | $12,998-97.5% | $430-25.4% |