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 | $28,704 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,778 |
Employer contribution per participant 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 | $42,386 | $91,407-53.6% | $135,903-68.8% | $71,457-40.7% |
| Participation rate | 94.1% | 75.7%+18.4pp | 81.9%+12.1pp | 67.9%+26.1pp |
| Annual return | 27.76% | 29.90%-2.1pp | 68.23%-40.5pp | 28.85%-1.1pp |
| Employer contribution / active EE | $195 | $3,703-94.7% | $4,856-96.0% | $2,588-92.4% |
| Participant deferral / active EE | $12,317 | $7,092+73.7% | $7,758+58.8% | $4,289+187.2% |
| Admin fee / account holder | $155 | $1,266-87.7% | $10,762-98.6% | $1,587-90.2% |