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 | $102,971 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,932 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,084 |
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 | $41,937 | $39,443+6.3% | $73,545-43.0% | $80,976-48.2% |
| Participation rate | 29.7% | 35.9%-6.2pp | 54.9%-25.2pp | 68.3%-38.5pp |
| Annual return | 16.80% | 18.39%-1.6pp | -15.16%+32.0pp | 22.91%-6.1pp |
| Employer contribution / active EE | $481 | $463+4.1% | $1,219-60.5% | $2,402-80.0% |
| Participant deferral / active EE | $865 | $1,131-23.6% | $1,806-52.1% | $3,848-77.5% |
| Admin fee / account holder | $26 | $72-64.5% | $2,320-98.9% | $67-62.0% |