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 | $14,248 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,832 |
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 | $168,933 | $111,491+51.5% | $189,513-10.9% | $86,799+94.6% |
| Participation rate | 75.7% | 87.3%-11.6pp | 87.8%-12.1pp | 72.3%+3.4pp |
| Annual return | 16.06% | 83.50%-67.4pp | 555.15%-539.1pp | 97.91%-81.8pp |
| Employer contribution / active EE | $954 | $3,951-75.9% | $6,162-84.5% | $2,405-60.3% |
| Participant deferral / active EE | $6,301 | $6,437-2.1% | $8,221-23.4% | $4,131+52.5% |
| Admin fee / account holder | $170 | $189-9.8% | $12,045-98.6% | $170+0.4% |