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 | $20,553 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,218 |
Employer contribution per participant 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 | $147,311 | $111,608+32.0% | $177,821-17.2% | $73,409+100.7% |
| Participation rate | 80.2% | 87.9%-7.6pp | 87.7%-7.5pp | 72.2%+8.1pp |
| Annual return | 13.73% | 18.23%-4.5pp | 48.32%-34.6pp | 59.29%-45.6pp |
| Employer contribution / active EE | $961 | $3,796-74.7% | $5,918-83.8% | $2,234-57.0% |
| Participant deferral / active EE | $6,137 | $6,199-1.0% | $7,714-20.4% | $3,805+61.3% |
| Admin fee / account holder | $162 | $166-2.0% | $12,427-98.7% | $158+2.7% |