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 9-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 27 · EIN 47-1411118 | Advisory (Plan) | $212,581 |
Service code 37 · EIN 04-2647786 | Loan Processing | $145,431 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,087 |
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 | $38,739 | $106,382-63.6% | $69,647-44.4% | $106,382-63.6% |
| Participation rate | 83.3% | 69.9%+13.4pp | 66.5%+16.8pp | 69.9%+13.4pp |
| Annual return | 28.34% | 17.37%+11.0pp | 100.48%-72.1pp | 17.37%+11.0pp |
| Employer contribution / active EE | $1,774 | $3,364-47.2% | $1,712+3.6% | $3,364-47.2% |
| Participant deferral / active EE | $7,971 | $5,569+43.1% | $2,886+176.2% | $5,569+43.1% |
| Admin fee / account holder | $39 | $79-51.4% | $4,713-99.2% | $79-51.4% |