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 8-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 46-5576228 | Advisory (Plan) | $60,836 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,022 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,074 |
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 | $57,506 | $91,407-37.1% | $135,903-57.7% | $71,457-19.5% |
| Participation rate | 83.9% | 75.7%+8.2pp | 81.9%+2.0pp | 67.9%+16.0pp |
| Annual return | 19.35% | 29.90%-10.5pp | 68.23%-48.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,623 | $3,703-29.2% | $4,856-46.0% | $2,588+1.4% |
| Participant deferral / active EE | $13,909 | $7,092+96.1% | $7,758+79.3% | $4,289+224.3% |
| Admin fee / account holder | $258 | $1,266-79.6% | $10,762-97.6% | $1,587-83.7% |