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 | $17,257 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,101 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,685 | $86,225+12.1% | $146,665-34.1% | $86,799+11.4% |
| Participation rate | 85.8% | 78.0%+7.8pp | 80.1%+5.7pp | 72.3%+13.5pp |
| Annual return | 11.95% | 31.23%-19.3pp | 22.74%-10.8pp | 97.91%-86.0pp |
| Employer contribution / active EE | $1,248 | $2,392-47.8% | $4,136-69.8% | $2,405-48.1% |
| Participant deferral / active EE | $4,499 | $4,245+6.0% | $5,506-18.3% | $4,131+8.9% |
| Admin fee / account holder | $79 | $195-59.6% | $10,280-99.2% | $170-53.4% |