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 25 · EIN 04-2647786 | Directed Trustee | $12,604 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,568 |
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 | $41,998 | $72,254-41.9% | $86,677-51.5% | $64,808-35.2% |
| Participation rate | 79.8% | 80.4%-0.6pp | 76.6%+3.2pp | 71.5%+8.3pp |
| Annual return | -16.85% | 392.42%-409.3pp | 35.91%-52.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $846 | $2,393-64.6% | $2,836-70.2% | $2,506-66.2% |
| Participant deferral / active EE | $3,464 | $4,658-25.6% | $4,656-25.6% | $4,310-19.6% |
| Admin fee / account holder | $65 | $174-62.8% | $7,493-99.1% | $188-65.5% |