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 37 · EIN 04-2647786 | Loan Processing | $339,319 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $208,022 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $52,020 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,504 | $30,302+136.0% | $58,482+22.3% | $103,482-30.9% |
| Participation rate | 58.8% | 29.5%+29.3pp | 50.9%+8.0pp | 73.3%-14.4pp |
| Annual return | 17.61% | 19.69%-2.1pp | 4239.32%-4221.7pp | 33.11%-15.5pp |
| Employer contribution / active EE | $896 | $512+74.8% | $1,053-15.0% | $3,208-72.1% |
| Participant deferral / active EE | $3,784 | $1,170+223.4% | $1,924+96.7% | $5,207-27.3% |
| Admin fee / account holder | $102 | $109-5.8% | $2,516-95.9% | $114-10.3% |