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 | $37,873 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,650 |
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 | $185,648 | $84,936+118.6% | $111,297+66.8% | $79,386+133.9% |
| Participation rate | 98.6% | 75.9%+22.7pp | 77.3%+21.3pp | 70.7%+27.9pp |
| Annual return | 14.07% | 17.45%-3.4pp | 54.65%-40.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $5,454 | $1,979+175.6% | $2,731+99.7% | $2,427+124.7% |
| Participant deferral / active EE | $10,261 | $3,888+163.9% | $4,487+128.7% | $4,046+153.6% |
| Admin fee / account holder | $231 | $537-57.1% | $7,964-97.1% | $626-63.2% |