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 27 · EIN 35-2552359 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,933 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,951 |
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 | $165,973 | $89,808+84.8% | $100,391+65.3% | $77,643+113.8% |
| Participation rate | 82.9% | 81.2%+1.7pp | 81.5%+1.4pp | 70.6%+12.3pp |
| Annual return | 15.03% | 20.62%-5.6pp | 49.20%-34.2pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,359 | $3,039-22.4% | $3,942-40.1% | $2,726-13.4% |
| Participant deferral / active EE | $14,844 | $8,284+79.2% | $8,082+83.7% | $4,647+219.4% |
| Admin fee / account holder | $142 | $174-18.8% | $7,899-98.2% | $430-67.1% |