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 | $172,025 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $130,085 |
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 | $148,791 | $67,512+120.4% | $185,823-19.9% | $93,030+59.9% |
| Participation rate | 98.5% | 67.1%+31.3pp | 81.7%+16.8pp | 73.9%+24.6pp |
| Annual return | 15.19% | 21.04%-5.8pp | 122.05%-106.9pp | 158.70%-143.5pp |
| Employer contribution / active EE | $5,674 | $1,783+218.2% | $5,167+9.8% | $2,706+109.7% |
| Participant deferral / active EE | $7,262 | $3,035+139.2% | $5,568+30.4% | $4,562+59.2% |
| Admin fee / account holder | $67 | $318-79.1% | $16,237-99.6% | $152-56.1% |