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 8-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 | $53,502 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,009 |
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 | $97,350 | $82,917+17.4% | $103,333-5.8% | $77,643+25.4% |
| Participation rate | 96.3% | 71.6%+24.7pp | 74.5%+21.8pp | 70.6%+25.7pp |
| Annual return | 16.31% | 19.13%-2.8pp | 24.88%-8.6pp | 31.24%-14.9pp |
| Employer contribution / active EE | $12,174 | $3,552+242.8% | $3,868+214.7% | $2,726+346.6% |
| Participant deferral / active EE | $10,937 | $4,108+166.2% | $5,057+116.3% | $4,647+135.3% |
| Admin fee / account holder | $255 | $638-60.1% | $8,355-97.0% | $430-40.8% |