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 10-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 | $61,415 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,966 |
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 | $152,655 | $98,727+54.6% | $113,168+34.9% | $85,563+78.4% |
| Participation rate | 94.1% | 80.8%+13.3pp | 76.6%+17.6pp | 66.0%+28.2pp |
| Annual return | 16.58% | 17.43%-0.8pp | 24.27%-7.7pp | 31.51%-14.9pp |
| Employer contribution / active EE | $2,390 | $2,907-17.8% | $2,975-19.7% | $2,654-9.9% |
| Participant deferral / active EE | $8,233 | $5,424+51.8% | $5,107+61.2% | $4,375+88.2% |
| Admin fee / account holder | $135 | $357-62.1% | $12,068-98.9% | $834-83.8% |