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 37 · EIN 04-2647786 | Loan Processing | $31,456 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,018 | $95,776-73.9% | $162,163-84.6% | $77,787-67.8% |
| Participation rate | 60.7% | 88.6%-28.0pp | 87.6%-26.9pp | 73.2%-12.6pp |
| Annual return | 63.31% | 37.03%+26.3pp | 115.59%-52.3pp | 32.57%+30.7pp |
| Employer contribution / active EE | $1,101 | $3,874-71.6% | $5,614-80.4% | $2,504-56.0% |
| Participant deferral / active EE | $4,712 | $6,125-23.1% | $7,298-35.4% | $3,967+18.8% |
| Admin fee / account holder | $39 | $88-55.4% | $10,843-99.6% | $100-60.9% |