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 | $73,613 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,752 |
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 | $84,548 | $61,058+38.5% | $71,209+18.7% | $85,563-1.2% |
| Participation rate | 97.3% | 58.6%+38.7pp | 73.8%+23.5pp | 66.0%+31.3pp |
| Annual return | 18.63% | 100.41%-81.8pp | 282.51%-263.9pp | 31.51%-12.9pp |
| Employer contribution / active EE | $3,266 | $2,199+48.6% | $2,721+20.0% | $2,654+23.1% |
| Participant deferral / active EE | $11,707 | $3,173+269.0% | $4,175+180.4% | $4,375+167.6% |
| Admin fee / account holder | $91 | $855-89.4% | $5,349-98.3% | $834-89.1% |