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 | $44,614 |
01 year Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,045 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,985 |
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 | $45,566 | $84,784-46.3% | $98,439-53.7% | $74,419-38.8% |
| Participation rate | 75.4% | 81.5%-6.1pp | 75.2%+0.3pp | 70.7%+4.7pp |
| Annual return | 19.46% | 20.59%-1.1pp | 21.16%-1.7pp | 34.38%-14.9pp |
| Employer contribution / active EE | $1,154 | $3,364-65.7% | $3,048-62.2% | $2,637-56.3% |
| Participant deferral / active EE | $2,838 | $5,218-45.6% | $4,738-40.1% | $4,528-37.3% |
| Admin fee / account holder | $109 | $204-46.5% | $8,948-98.8% | $348-68.5% |