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 | $49,157 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,624 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $39,095 | $129,021-69.7% | $184,203-78.8% | $77,643-49.6% |
| Participation rate | 85.3% | 87.3%-2.1pp | 86.8%-1.6pp | 70.6%+14.7pp |
| Annual return | 13.91% | 33.27%-19.4pp | 28.81%-14.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,395 | $4,413-68.4% | $6,427-78.3% | $2,726-48.8% |
| Participant deferral / active EE | $6,031 | $7,297-17.4% | $9,131-34.0% | $4,647+29.8% |
| Admin fee / account holder | $184 | $254-27.3% | $13,901-98.7% | $430-57.1% |