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 27 · EIN 26-1204987 | Advisory (Plan) | $28,631 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,722 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,832 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $110,582 | $86,332+28.1% | $125,175-11.7% | $65,185+69.6% |
| Participation rate | 57.4% | 75.3%-17.9pp | 79.8%-22.4pp | 70.2%-12.8pp |
| Annual return | 19.90% | 27.43%-7.5pp | 43.79%-23.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,835 | $2,040-10.0% | $3,865-52.5% | $2,177-15.7% |
| Participant deferral / active EE | $4,415 | $3,537+24.8% | $4,937-10.6% | $3,514+25.7% |
| Admin fee / account holder | $772 | $609+26.7% | $9,702-92.0% | $847-8.9% |