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 8-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 | $71,705 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,531 |
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 | $55,743 | $50,127+11.2% | $149,673-62.8% | $80,160-30.5% |
| Participation rate | 99.5% | 64.3%+35.2pp | 78.8%+20.7pp | 72.9%+26.5pp |
| Annual return | 21.24% | 29.82%-8.6pp | 134.42%-113.2pp | 40.38%-19.1pp |
| Employer contribution / active EE | $2,322 | $1,865+24.5% | $4,818-51.8% | $2,978-22.0% |
| Participant deferral / active EE | $4,299 | $3,194+34.6% | $5,680-24.3% | $5,017-14.3% |
| Admin fee / account holder | $53 | $153-65.0% | $13,210-99.6% | $145-63.1% |