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 3-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 | $79,034 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,579 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,470 | $148,534-82.9% | $135,903-81.3% | $139,434-81.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.56% | 79.19%-56.6pp | 68.23%-45.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,383,730 | $5,243+26291.9% | $4,856+28394.4% | $4,751+29026.3% |
| Participant deferral / active EE | $2,796,612 | $8,100+34425.6% | $7,758+35948.9% | $6,710+41577.1% |
| Admin fee / account holder | $163 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |