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 3-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 64 · EIN 04-2647786 | Recordkeeping Fees | $20,118 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,458 |
Service code 27 · EIN 90-0138117 | Advisory (Plan) | $8,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,053 | $88,890-76.3% | $102,423-79.4% | $77,643-72.9% |
| Participation rate | 44.8% | 80.9%-36.2pp | 76.5%-31.7pp | 70.6%-25.8pp |
| Annual return | 36.67% | 24.98%+11.7pp | 29.32%+7.3pp | 31.24%+5.4pp |
| Employer contribution / active EE | $527 | $2,698-80.5% | $3,023-82.6% | $2,726-80.7% |
| Participant deferral / active EE | $3,238 | $5,145-37.1% | $5,053-35.9% | $4,647-30.3% |
| Admin fee / account holder | $162 | $235-31.0% | $9,451-98.3% | $430-62.3% |