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 | $57,629 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,626 |
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 | $63,505 | $72,254-12.1% | $86,677-26.7% | $64,808-2.0% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.6%+17.8pp | 71.5%+22.9pp |
| Annual return | -14.13% | 392.42%-406.6pp | 35.91%-50.0pp | 32.82%-47.0pp |
| Employer contribution / active EE | $19 | $2,393-99.2% | $2,836-99.3% | $2,506-99.2% |
| Participant deferral / active EE | $4,810 | $4,658+3.3% | $4,656+3.3% | $4,310+11.6% |
| Admin fee / account holder | $143 | $174-18.0% | $7,493-98.1% | $188-24.1% |