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 | $82,252 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,119 |
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 | $22,322 | $45,031-50.4% | $84,966-73.7% | $77,643-71.3% |
| Participation rate | 82.1% | 48.7%+33.4pp | 67.5%+14.6pp | 70.6%+11.5pp |
| Annual return | 16.43% | 79.22%-62.8pp | 66.38%-50.0pp | 31.24%-14.8pp |
| Employer contribution / active EE | $742 | $1,609-53.9% | $2,727-72.8% | $2,726-72.8% |
| Participant deferral / active EE | $3,432 | $2,807+22.2% | $4,519-24.1% | $4,647-26.1% |
| Admin fee / account holder | $155 | $912-83.0% | $6,149-97.5% | $430-64.0% |