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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,110,983 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $633,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,676 | $128,056-71.4% | $146,958-75.0% | $106,382-65.5% |
| Participation rate | 66.8% | 67.2%-0.4pp | 82.2%-15.3pp | 69.9%-3.0pp |
| Annual return | 20.67% | 17.89%+2.8pp | 418.34%-397.7pp | 17.37%+3.3pp |
| Employer contribution / active EE | $759 | $3,384-77.6% | $4,933-84.6% | $3,364-77.4% |
| Participant deferral / active EE | $3,764 | $7,674-51.0% | $8,070-53.4% | $5,569-32.4% |
| Admin fee / account holder | $7 | $89-91.6% | $12,998-99.9% | $79-90.6% |