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 | $179,148 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,164 |
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 | $75,243 | $84,000-10.4% | $119,609-37.1% | $77,904-3.4% |
| Participation rate | 93.9% | 77.8%+16.1pp | 79.3%+14.7pp | 73.7%+20.3pp |
| Annual return | -16.50% | -11.59%-4.9pp | -14.97%-1.5pp | 12.21%-28.7pp |
| Employer contribution / active EE | $3,884 | $2,907+33.6% | $4,232-8.2% | $2,848+36.4% |
| Participant deferral / active EE | $8,960 | $4,705+90.4% | $5,602+59.9% | $4,806+86.4% |
| Admin fee / account holder | $69 | $116-40.0% | $10,323-99.3% | $133-47.6% |