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 | $98,593 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,922 |
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 | $69,135 | $106,028-34.8% | $146,958-53.0% | $77,643-11.0% |
| Participation rate | 94.0% | 78.4%+15.6pp | 82.2%+11.8pp | 70.6%+23.4pp |
| Annual return | 22.58% | 56.73%-34.2pp | 418.34%-395.8pp | 31.24%-8.7pp |
| Employer contribution / active EE | $2,152 | $4,063-47.0% | $4,933-56.4% | $2,726-21.1% |
| Participant deferral / active EE | $11,438 | $7,990+43.1% | $8,070+41.7% | $4,647+146.1% |
| Admin fee / account holder | $103 | $337-69.5% | $12,998-99.2% | $430-76.1% |