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 | $56,842 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,351 |
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 | $234,790 | $104,919+123.8% | $116,228+102.0% | $85,563+174.4% |
| Participation rate | 96.2% | 78.6%+17.6pp | 74.6%+21.7pp | 66.0%+30.3pp |
| Annual return | 16.45% | 15.38%+1.1pp | 90.06%-73.6pp | 31.51%-15.1pp |
| Employer contribution / active EE | $6,657 | $3,485+91.0% | $2,994+122.3% | $2,654+150.9% |
| Participant deferral / active EE | $11,726 | $5,306+121.0% | $4,953+136.7% | $4,375+168.0% |
| Admin fee / account holder | $136 | $429-68.3% | $11,989-98.9% | $834-83.7% |