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 | $52,098 |
PARKLAND SECURITIES LLC4 years Service code 27 · EIN 74-3010408 | Advisory (Plan) | $44,168 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,018 |
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 | $29,609 | $48,669-39.2% | $93,654-68.4% | $199,768-85.2% |
| Participation rate | 66.9% | 63.7%+3.2pp | 68.7%-1.9pp | 72.0%-5.2pp |
| Annual return | 14.66% | 15.38%-0.7pp | 133.34%-118.7pp | 34.26%-19.6pp |
| Employer contribution / active EE | $412 | $1,137-63.7% | $2,421-83.0% | $3,037-86.4% |
| Participant deferral / active EE | $3,220 | $2,823+14.1% | $4,413-27.0% | $5,090-36.7% |
| Admin fee / account holder | $124 | $195-36.2% | $8,282-98.5% | $269-53.7% |