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 | $14,443 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,049 |
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 | $165,350 | $100,227+65.0% | $169,993-2.7% | $74,419+122.2% |
| Participation rate | 70.2% | 87.3%-17.1pp | 87.0%-16.8pp | 70.7%-0.5pp |
| Annual return | 16.03% | 66.08%-50.1pp | 53.37%-37.3pp | 34.38%-18.4pp |
| Employer contribution / active EE | $941 | $4,263-77.9% | $6,785-86.1% | $2,637-64.3% |
| Participant deferral / active EE | $6,394 | $7,143-10.5% | $10,408-38.6% | $4,528+41.2% |
| Admin fee / account holder | $185 | $234-21.1% | $12,815-98.6% | $348-46.8% |