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 | $30,683 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,090 |
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 | $33,578 | $89,904-62.7% | $453,369-92.6% | $86,799-61.3% |
| Participation rate | 88.8% | 75.7%+13.1pp | 78.0%+10.8pp | 72.3%+16.5pp |
| Annual return | 14.04% | 19.72%-5.7pp | 64.40%-50.4pp | 97.91%-83.9pp |
| Employer contribution / active EE | $692 | $3,279-78.9% | $4,070-83.0% | $2,405-71.2% |
| Participant deferral / active EE | $2,481 | $5,114-51.5% | $6,209-60.0% | $4,131-39.9% |
| Admin fee / account holder | $52 | $156-66.5% | $11,209-99.5% | $170-69.2% |