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 | $63,821 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,392 |
Annual investment return 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 | $83,334 | $81,908+1.7% | $90,749-8.2% | $64,808+28.6% |
| Participation rate | 96.0% | 80.5%+15.5pp | 75.7%+20.3pp | 71.5%+24.5pp |
| Annual return | -17.35% | -12.53%-4.8pp | -12.16%-5.2pp | 32.82%-50.2pp |
| Employer contribution / active EE | $4,130 | $3,065+34.7% | $2,921+41.4% | $2,506+64.8% |
| Participant deferral / active EE | $5,376 | $4,840+11.1% | $4,564+17.8% | $4,310+24.7% |
| Admin fee / account holder | $114 | $157-27.6% | $8,445-98.7% | $188-39.4% |