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 | $119,006 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,792 | $104,697-36.2% | $96,544-30.8% | $80,160-16.7% |
| Participation rate | 68.6% | 86.4%-17.8pp | 76.0%-7.4pp | 72.9%-4.4pp |
| Annual return | 16.08% | 21.78%-5.7pp | 25.84%-9.8pp | 40.38%-24.3pp |
| Employer contribution / active EE | $2,077 | $3,536-41.3% | $2,965-29.9% | $2,978-30.2% |
| Participant deferral / active EE | $2,957 | $6,188-52.2% | $4,851-39.0% | $5,017-41.1% |
| Admin fee / account holder | $51 | $107-52.5% | $8,252-99.4% | $145-65.1% |