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 | $95,085 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,881 |
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 | $72,490 | $122,693-40.9% | $184,203-60.6% | $199,593-63.7% |
| Participation rate | 73.3% | 86.8%-13.5pp | 86.8%-13.5pp | 72.0%+1.3pp |
| Annual return | 18.63% | 143.91%-125.3pp | 28.81%-10.2pp | 34.25%-15.6pp |
| Employer contribution / active EE | $3,267 | $4,584-28.7% | $6,427-49.2% | $3,034+7.7% |
| Participant deferral / active EE | $6,279 | $7,990-21.4% | $9,131-31.2% | $5,087+23.4% |
| Admin fee / account holder | $75 | $121-38.1% | $13,901-99.5% | $269-72.2% |