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 | $3,349,064 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,484,224 |
NFP RETIREMENT INC2 years Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $173,000 |
TRUCKER HUSS2 years Filed as: TRUCKER HUSS A PROFESSIONAL CORPOR Service code 29 · EIN 94-3216063 | Legal | $77,041 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $48,000 |
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.
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 | $74,464 | $47,540+56.6% | $79,550-6.4% | $89,394-16.7% |
| Participation rate | 30.5% | 54.9%-24.4pp | 69.5%-39.0pp | 71.3%-40.8pp |
| Annual return | -15.46% | -8.05%-7.4pp | 0.16%-15.6pp | -11.89%-3.6pp |
| Employer contribution / active EE | $328 | $1,122-70.8% | $2,413-86.4% | $3,022-89.1% |
| Participant deferral / active EE | $1,499 | $1,961-23.6% | $3,985-62.4% | $5,123-70.7% |
| Admin fee / account holder | $64 | $59+8.5% | $6,832-99.1% | $79-20.0% |