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 | $126,903 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,723 |
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 | $42,280 | $43,471-2.7% | $74,701-43.4% | $89,569-52.8% |
| Participation rate | 29.1% | 36.3%-7.2pp | 54.5%-25.4pp | 69.6%-40.5pp |
| Annual return | 21.79% | 24.97%-3.2pp | 752.92%-731.1pp | 34.56%-12.8pp |
| Employer contribution / active EE | $484 | $554-12.5% | $1,084-55.3% | $2,584-81.3% |
| Participant deferral / active EE | $890 | $1,177-24.3% | $1,964-54.7% | $4,220-78.9% |
| Admin fee / account holder | $25 | $74-66.5% | $3,333-99.3% | $72-65.4% |