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 7-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 | $210,224 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,293 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,362 | $130,141-77.4% | $86,677-66.1% | $77,904-62.3% |
| Participation rate | 86.0% | 85.9%0pp | 76.6%+9.4pp | 73.7%+12.3pp |
| Annual return | -14.86% | -12.75%-2.1pp | 35.91%-50.8pp | 12.21%-27.1pp |
| Employer contribution / active EE | $2,819 | $3,220-12.4% | $2,836-0.6% | $2,848-1.0% |
| Participant deferral / active EE | $4,061 | $5,757-29.5% | $4,656-12.8% | $4,806-15.5% |
| Admin fee / account holder | $117 | $132-11.1% | $7,493-98.4% | $133-11.6% |