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 | $45,121 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,600 |
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 | $49,797 | $71,142-30.0% | $119,609-58.4% | $64,808-23.2% |
| Participation rate | 95.4% | 78.6%+16.8pp | 79.3%+16.2pp | 71.5%+24.0pp |
| Annual return | -14.73% | -10.01%-4.7pp | -14.97%+0.2pp | 32.82%-47.5pp |
| Employer contribution / active EE | $1,383 | $2,497-44.6% | $4,232-67.3% | $2,506-44.8% |
| Participant deferral / active EE | $5,854 | $4,490+30.4% | $5,602+4.5% | $4,310+35.8% |
| Admin fee / account holder | $109 | $162-32.5% | $10,323-98.9% | $188-41.8% |