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 | $80,946 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,315 |
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 | $53,710 | $95,274-43.6% | $135,903-60.5% | $74,419-27.8% |
| Participation rate | 95.6% | 78.2%+17.4pp | 81.9%+13.7pp | 70.7%+24.9pp |
| Annual return | 28.16% | 32.77%-4.6pp | 68.23%-40.1pp | 34.38%-6.2pp |
| Employer contribution / active EE | $2,174 | $3,874-43.9% | $4,856-55.2% | $2,637-17.6% |
| Participant deferral / active EE | $11,166 | $7,782+43.5% | $7,758+43.9% | $4,528+146.6% |
| Admin fee / account holder | $85 | $266-68.0% | $10,762-99.2% | $348-75.5% |