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 | $168,429 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,199 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,652 | $64,612-15.4% | $86,436-36.8% | $64,808-15.7% |
| Participation rate | 84.7% | 81.5%+3.3pp | 80.3%+4.4pp | 71.5%+13.3pp |
| Annual return | -17.64% | 0.66%-18.3pp | 4394.89%-4412.5pp | 32.82%-50.5pp |
| Employer contribution / active EE | $4,648 | $2,744+69.4% | $3,769+23.3% | $2,506+85.5% |
| Participant deferral / active EE | $14,363 | $7,497+91.6% | $6,952+106.6% | $4,310+233.2% |
| Admin fee / account holder | $86 | $169-49.1% | $6,731-98.7% | $188-54.2% |