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 | $154,612 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $83,223 |
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 | $170,930 | $115,744+47.7% | $100,391+70.3% | $199,593-14.4% |
| Participation rate | 98.4% | 85.7%+12.8pp | 81.5%+17.0pp | 72.0%+26.5pp |
| Annual return | 18.41% | 17.79%+0.6pp | 49.20%-30.8pp | 34.25%-15.8pp |
| Employer contribution / active EE | $11,541 | $3,657+215.6% | $3,942+192.8% | $3,034+280.4% |
| Participant deferral / active EE | $19,903 | $9,844+102.2% | $8,082+146.3% | $5,087+291.3% |
| Admin fee / account holder | $113 | $93+21.8% | $7,899-98.6% | $269-57.9% |