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 | $21,191 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,755 |
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 | $871,752 | $61,272+1322.8% | $149,673+482.4% | $71,457+1120.0% |
| Participation rate | 97.9% | 62.5%+35.4pp | 78.8%+19.2pp | 67.9%+30.0pp |
| Annual return | 17.07% | 35.85%-18.8pp | 134.42%-117.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $43,440 | $2,378+1726.5% | $4,818+801.7% | $2,588+1578.8% |
| Participant deferral / active EE | $11,437 | $2,917+292.1% | $5,680+101.4% | $4,289+166.7% |
| Admin fee / account holder | $768 | $1,261-39.1% | $13,210-94.2% | $1,587-51.6% |