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 | $36,038 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,319 |
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 | $136,043 | $111,491+22.0% | $189,513-28.2% | $86,799+56.7% |
| Participation rate | 88.2% | 87.3%+0.9pp | 87.8%+0.4pp | 72.3%+15.9pp |
| Annual return | 17.60% | 83.50%-65.9pp | 555.15%-537.6pp | 97.91%-80.3pp |
| Employer contribution / active EE | $6,878 | $3,951+74.1% | $6,162+11.6% | $2,405+185.9% |
| Participant deferral / active EE | $10,896 | $6,437+69.3% | $8,221+32.5% | $4,131+163.8% |
| Admin fee / account holder | $115 | $189-39.1% | $12,045-99.0% | $170-32.2% |