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 | $186,601 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,683 |
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 | $62,266 | $108,617-42.7% | $108,410-42.6% | $93,030-33.1% |
| Participation rate | 79.7% | 83.1%-3.4pp | 80.1%-0.4pp | 73.9%+5.8pp |
| Annual return | 19.84% | 21.63%-1.8pp | 905.27%-885.4pp | 158.70%-138.9pp |
| Employer contribution / active EE | $3,118 | $3,249-4.0% | $3,558-12.4% | $2,706+15.2% |
| Participant deferral / active EE | $9,048 | $7,885+14.7% | $6,563+37.9% | $4,562+98.3% |
| Admin fee / account holder | $85 | $94-9.5% | $7,295-98.8% | $152-44.2% |