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 9-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 | $93,133 |
Service code 16 · EIN 36-4291971 | Consulting | $40,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,436 |
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 | $57,814 | $66,457-13.0% | $81,438-29.0% | $77,671-25.6% |
| Participation rate | 92.1% | 68.7%+23.4pp | 69.5%+22.6pp | 70.6%+21.5pp |
| Annual return | 14.52% | 15.93%-1.4pp | 24.74%-10.2pp | 31.21%-16.7pp |
| Employer contribution / active EE | $1,249 | $2,159-42.1% | $2,460-49.2% | $2,726-54.2% |
| Participant deferral / active EE | $3,913 | $3,679+6.3% | $3,883+0.8% | $4,648-15.8% |
| Admin fee / account holder | $128 | $583-78.1% | $5,764-97.8% | $430-70.4% |