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 | $156,313 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,499 |
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 | $82,615 | $78,339+5.5% | $85,682-3.6% | $93,030-11.2% |
| Participation rate | 71.6% | 72.5%-0.9pp | 69.9%+1.7pp | 73.9%-2.3pp |
| Annual return | 14.89% | 21.17%-6.3pp | 21.49%-6.6pp | 158.70%-143.8pp |
| Employer contribution / active EE | $3,102 | $2,560+21.2% | $2,618+18.5% | $2,706+14.6% |
| Participant deferral / active EE | $5,536 | $3,882+42.6% | $3,923+41.1% | $4,562+21.3% |
| Admin fee / account holder | $110 | $104+6.4% | $6,873-98.4% | $152-27.1% |