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 | $29,125 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,863 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $720,161 | $65,061+1006.9% | $143,757+401.0% | $66,914+976.2% |
| Participation rate | 90.5% | 65.2%+25.3pp | 80.3%+10.2pp | 69.8%+20.7pp |
| Annual return | -16.69% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $40,330 | $2,361+1608.4% | $4,951+714.6% | $2,544+1485.2% |
| Participant deferral / active EE | $10,102 | $2,919+246.1% | $5,637+79.2% | $4,237+138.4% |
| Admin fee / account holder | $756 | $502+50.5% | $14,673-94.9% | $593+27.4% |