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 | $33,862 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,842 | $73,638+125.2% | $95,952+72.8% | $73,488+125.7% |
| Participation rate | 66.9% | 76.2%-9.3pp | 77.1%-10.2pp | 70.7%-3.8pp |
| Annual return | 10.20% | 16.78%-6.6pp | 91.61%-81.4pp | 28.51%-18.3pp |
| Employer contribution / active EE | $2,799 | $1,863+50.2% | $2,541+10.2% | $2,270+23.3% |
| Participant deferral / active EE | $4,471 | $3,617+23.6% | $4,167+7.3% | $3,740+19.6% |
| Admin fee / account holder | $386 | $482-19.9% | $6,795-94.3% | $513-24.8% |