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 | $21,470 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,809 |
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 | $92,252 | $71,516+29.0% | $98,439-6.3% | $71,457+29.1% |
| Participation rate | 87.9% | 72.7%+15.2pp | 75.2%+12.8pp | 67.9%+20.0pp |
| Annual return | 15.48% | 32.41%-16.9pp | 21.16%-5.7pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,349 | $2,399-43.8% | $3,048-55.7% | $2,588-47.9% |
| Participant deferral / active EE | $4,432 | $4,109+7.9% | $4,738-6.5% | $4,289+3.3% |
| Admin fee / account holder | $245 | $1,675-85.4% | $8,948-97.3% | $1,587-84.6% |