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 9-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 | $301,737 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,079 |
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 | $64,042 | $102,389-37.5% | $100,516-36.3% | $90,288-29.1% |
| Participation rate | 96.0% | 84.0%+11.9pp | 79.4%+16.6pp | 73.4%+22.6pp |
| Annual return | 17.53% | 22.50%-5.0pp | 30.89%-13.4pp | 53.97%-36.4pp |
| Employer contribution / active EE | $2,571 | $3,056-15.9% | $3,418-24.8% | $2,524+1.9% |
| Participant deferral / active EE | $7,600 | $7,514+1.1% | $6,270+21.2% | $4,232+79.6% |
| Admin fee / account holder | $97 | $83+16.8% | $8,081-98.8% | $114-14.7% |