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 7-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 27 · EIN 35-2552359 | Advisory (Plan) | $27,972 |
Service code 27 · EIN 93-4617010 | Advisory (Plan) | $10,523 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,338 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,627 |
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 | $42,178 | $45,031-6.3% | $84,966-50.4% | $77,643-45.7% |
| Participation rate | 58.5% | 48.7%+9.8pp | 67.5%-9.0pp | 70.6%-12.0pp |
| Annual return | 13.00% | 79.22%-66.2pp | 66.38%-53.4pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,680 | $1,609+4.4% | $2,727-38.4% | $2,726-38.4% |
| Participant deferral / active EE | $3,396 | $2,807+21.0% | $4,519-24.9% | $4,647-26.9% |
| Admin fee / account holder | $134 | $912-85.3% | $6,149-97.8% | $430-69.0% |