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 | $182,837 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,547 |
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 | $209,663 | $107,459+95.1% | $135,903+54.3% | $80,160+161.6% |
| Participation rate | 82.3% | 78.0%+4.2pp | 81.9%+0.4pp | 72.9%+9.3pp |
| Annual return | 22.07% | 91.91%-69.8pp | 68.23%-46.2pp | 40.38%-18.3pp |
| Employer contribution / active EE | $578 | $3,877-85.1% | $4,856-88.1% | $2,978-80.6% |
| Participant deferral / active EE | $16,014 | $8,195+95.4% | $7,758+106.4% | $5,017+219.2% |
| Admin fee / account holder | $110 | $127-13.6% | $10,762-99.0% | $145-24.4% |