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 | $42,287 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,270 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $9,270 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,986 |
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 | $78,648 | $54,193+45.1% | $93,654-16.0% | $77,671+1.3% |
| Participation rate | 50.8% | 63.9%-13.1pp | 68.7%-17.9pp | 70.6%-19.8pp |
| Annual return | 14.21% | 30.54%-16.3pp | 133.34%-119.1pp | 31.21%-17.0pp |
| Employer contribution / active EE | $972 | $1,168-16.8% | $2,421-59.8% | $2,726-64.3% |
| Participant deferral / active EE | $3,335 | $3,144+6.1% | $4,413-24.4% | $4,648-28.2% |
| Admin fee / account holder | $172 | $576-70.2% | $8,282-97.9% | $430-60.1% |