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 | $138,027 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,137 |
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 | $86,081 | $145,877-41.0% | $150,045-42.6% | $102,872-16.3% |
| Participation rate | 92.8% | 79.8%+13.0pp | 82.3%+10.5pp | 73.0%+19.8pp |
| Annual return | 38.10% | 21.37%+16.7pp | 62.55%-24.4pp | 19.06%+19.0pp |
| Employer contribution / active EE | $2,233 | $4,710-52.6% | $4,693-52.4% | $3,526-36.7% |
| Participant deferral / active EE | $12,342 | $9,491+30.0% | $7,997+54.3% | $5,535+123.0% |
| Admin fee / account holder | $121 | $176-31.2% | $13,435-99.1% | $292-58.6% |