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 | $94,701 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,567 |
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 | $232,677 | $82,202+183.1% | $125,339+85.6% | $64,808+259.0% |
| Participation rate | 88.1% | 77.9%+10.2pp | 82.4%+5.7pp | 71.5%+16.6pp |
| Annual return | -16.50% | 3.48%-20.0pp | 572.05%-588.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $8,636 | $3,615+138.9% | $4,814+79.4% | $2,506+244.6% |
| Participant deferral / active EE | $15,381 | $7,175+114.4% | $7,446+106.6% | $4,310+256.8% |
| Admin fee / account holder | $58 | $163-64.4% | $10,010-99.4% | $188-69.1% |