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 | $29,131 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,294 |
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 | $33,667 | $82,978-59.4% | $130,231-74.1% | $74,419-54.8% |
| Participation rate | 89.4% | 73.7%+15.7pp | 76.3%+13.1pp | 70.7%+18.6pp |
| Annual return | 20.79% | 123.05%-102.3pp | 38.77%-18.0pp | 34.38%-13.6pp |
| Employer contribution / active EE | $719 | $3,391-78.8% | $4,126-82.6% | $2,637-72.7% |
| Participant deferral / active EE | $2,371 | $5,370-55.8% | $6,799-65.1% | $4,528-47.6% |
| Admin fee / account holder | $66 | $354-81.3% | $6,020-98.9% | $348-81.0% |