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 | $38,448 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,331 |
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 | $108,411 | $86,897+24.8% | $151,611-28.5% | $64,808+67.3% |
| Participation rate | 85.7% | 87.3%-1.6pp | 87.5%-1.8pp | 71.5%+14.2pp |
| Annual return | -20.44% | -3.57%-16.9pp | 3.33%-23.8pp | 32.82%-53.3pp |
| Employer contribution / active EE | $6,856 | $4,010+71.0% | $6,166+11.2% | $2,506+173.6% |
| Participant deferral / active EE | $10,431 | $6,690+55.9% | $8,363+24.7% | $4,310+142.0% |
| Admin fee / account holder | $103 | $153-32.7% | $11,616-99.1% | $188-45.2% |