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 | $518,946 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,773 |
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 | $36,130 | $127,481-71.7% | $149,696-75.9% | $90,288-60.0% |
| Participation rate | 91.8% | 78.2%+13.6pp | 82.5%+9.4pp | 73.4%+18.5pp |
| Annual return | 32.93% | 57.78%-24.9pp | 276.60%-243.7pp | 53.97%-21.0pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $11,509 | $6,975+65.0% | $6,842+68.2% | $4,232+171.9% |
| Admin fee / account holder | $98 | $152-35.7% | $9,309-99.0% | $114-14.5% |