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 | $5,931 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,111 |
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 | $82,981 | $91,372-9.2% | $129,995-36.2% | $74,419+11.5% |
| Participation rate | 89.7% | 77.8%+11.9pp | 78.5%+11.2pp | 70.7%+19.0pp |
| Annual return | 17.18% | 23.21%-6.0pp | -137.18%+154.4pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,338 | $2,563-47.8% | $4,320-69.0% | $2,637-49.3% |
| Participant deferral / active EE | $4,974 | $4,721+5.4% | $5,820-14.5% | $4,528+9.8% |
| Admin fee / account holder | $30 | $283-89.3% | $10,614-99.7% | $348-91.3% |