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 | $385,141 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,610 |
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.
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 | $71,051 | $173,253-59.0% | $80,019-11.2% | $73,367-3.2% |
| Participation rate | 37.5% | 88.8%-51.3pp | 75.8%-38.3pp | 69.5%-31.9pp |
| Annual return | -3.27% | -2.12%-1.2pp | 11.22%-14.5pp | 173.45%-176.7pp |
| Employer contribution / active EE | $1,533 | $6,338-75.8% | $2,468-37.9% | $2,499-38.7% |
| Participant deferral / active EE | $2,277 | $8,893-74.4% | $3,686-38.2% | $4,033-43.5% |
| Admin fee / account holder | $88 | $90-1.8% | $6,521-98.6% | $68+29.1% |