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 | $32,765 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,553 |
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 | $99,590 | $65,435+52.2% | $86,677+14.9% | $66,914+48.8% |
| Participation rate | 99.6% | 75.5%+24.1pp | 76.6%+23.0pp | 69.8%+29.7pp |
| Annual return | -15.65% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,519 | $2,153-29.5% | $2,836-46.5% | $2,544-40.3% |
| Participant deferral / active EE | $7,584 | $4,100+85.0% | $4,656+62.9% | $4,237+79.0% |
| Admin fee / account holder | $251 | $642-60.9% | $7,493-96.6% | $593-57.7% |