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 | $27,373 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,378 |
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 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 | $46,606 | $29,369+58.7% | $77,482-39.8% | $73,409-36.5% |
| Participation rate | 69.6% | 37.9%+31.7pp | 54.2%+15.5pp | 72.2%-2.5pp |
| Annual return | 15.53% | 358.15%-342.6pp | 54.79%-39.3pp | 59.29%-43.8pp |
| Employer contribution / active EE | $612 | $406+50.9% | $986-37.9% | $2,234-72.6% |
| Participant deferral / active EE | $1,907 | $941+102.6% | $1,861+2.4% | $3,805-49.9% |
| Admin fee / account holder | $40 | $123-67.1% | $2,858-98.6% | $158-74.4% |