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 | $56,295 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,227 |
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 | $165,827 | $129,021+28.5% | $184,203-10.0% | $77,643+113.6% |
| Participation rate | 96.8% | 87.3%+9.5pp | 86.8%+10.0pp | 70.6%+26.2pp |
| Annual return | 17.61% | 33.27%-15.7pp | 28.81%-11.2pp | 31.24%-13.6pp |
| Employer contribution / active EE | $8,920 | $4,413+102.1% | $6,427+38.8% | $2,726+227.3% |
| Participant deferral / active EE | $18,774 | $7,297+157.3% | $9,131+105.6% | $4,647+304.0% |
| Admin fee / account holder | $248 | $254-2.4% | $13,901-98.2% | $430-42.4% |