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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $129,493 |
PRECEPT ADVISORY GROUP1+ years Service code 27 · EIN 56-1623293 | Advisory (Plan) | $112,520 |
TRONCONI SEGARRA & ASSOCIATES1+ years Service code 10 · EIN 04-3728817 | Accounting | $32,800 |
H.R. ADVISORS INC1+ years Service code 16 · EIN 03-0473395 | Consulting | $28,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$218,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,951 | $79,171+161.4% | $102,423+102.1% | $74,495+177.8% |
| Participation rate | 35.1% | 74.8%-39.7pp | 76.5%-41.4pp | 67.2%-32.1pp |
| Annual return | 16.99% | 54.93%-37.9pp | 29.32%-12.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $33,417 | $2,362+1314.6% | $3,023+1005.3% | $2,623+1174.0% |
| Participant deferral / active EE | $78,673 | $4,415+1681.9% | $5,053+1457.0% | $4,346+1710.3% |
| Admin fee / account holder | $22 | $2,001-98.9% | $9,451-99.8% | $1,942-98.9% |