See peer percentile detail. $4.99 for your first month.
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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 | $239,723 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,310 |
ADVUS FINANCIAL PARTNERS LLC3 years Filed as: ADVUS FINANCIAL Service code 27 · EIN 85-4001199 | Advisory (Plan) | $37,257 |
CALLAN LLC1 year Service code 27 · EIN 82-2748926 | Advisory (Plan) | $19,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,798 | $96,188-32.6% | $75,972-14.7% | $99,062-34.6% |
| Participation rate | 50.8% | 72.7%-21.9pp | 69.1%-18.2pp | 71.6%-20.8pp |
| Annual return | 17.87% | 16.48%+1.4pp | 359.55%-341.7pp | 17.66%+0.2pp |
| Employer contribution / active EE | $1,346 | $3,167-57.5% | $2,685-49.9% | $3,262-58.7% |
| Participant deferral / active EE | $2,580 | $4,842-46.7% | $4,255-39.4% | $5,331-51.6% |
| Admin fee / account holder | $90 | $87+2.9% | $6,467-98.6% | $109-17.6% |