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 | $48,679 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,339 |
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 | $28,734 | $110,699-74.0% | $177,821-83.8% | $90,288-68.2% |
| Participation rate | 63.2% | 88.3%-25.2pp | 87.7%-24.5pp | 73.4%-10.2pp |
| Annual return | 32.03% | 22.79%+9.2pp | 48.32%-16.3pp | 53.97%-21.9pp |
| Employer contribution / active EE | $1,079 | $4,118-73.8% | $5,918-81.8% | $2,524-57.3% |
| Participant deferral / active EE | $5,041 | $6,731-25.1% | $7,714-34.7% | $4,232+19.1% |
| Admin fee / account holder | $45 | $90-50.1% | $12,427-99.6% | $114-60.6% |