Filed January 23, 2025
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 | $82,536 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,691 |
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 | $37,879 | $35,463+6.8% | $69,182-45.2% | $329,111-88.5% |
| Participation rate | 28.1% | 34.6%-6.5pp | 55.1%-27.0pp | 67.9%-39.7pp |
| Annual return | 6.40% | 7.72%-1.3pp | -21.93%+28.3pp | 16.35%-10.0pp |
| Employer contribution / active EE | $441 | $449-1.7% | $1,206-63.4% | $2,303-80.8% |
| Participant deferral / active EE | $782 | $1,018-23.2% | $1,897-58.8% | $3,682-78.8% |
| Admin fee / account holder | $16 | $64-74.8% | $2,697-99.4% | $754-97.8% |