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 9-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 | $26,124 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,406 |
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 | $106,980 | $106,028+0.9% | $146,958-27.2% | $77,643+37.8% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.5pp | 70.6%+27.1pp |
| Annual return | 15.80% | 56.73%-40.9pp | 418.34%-402.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $6,778 | $4,063+66.8% | $4,933+37.4% | $2,726+148.6% |
| Participant deferral / active EE | $13,460 | $7,990+68.5% | $8,070+66.8% | $4,647+189.6% |
| Admin fee / account holder | $52 | $337-84.7% | $12,998-99.6% | $430-88.0% |