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 | $184,211 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,274 |
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 | $106,122 | $67,512+57.2% | $185,823-42.9% | $93,030+14.1% |
| Participation rate | 74.7% | 67.1%+7.6pp | 81.7%-7.0pp | 73.9%+0.8pp |
| Annual return | 17.10% | 21.04%-3.9pp | 122.05%-104.9pp | 158.70%-141.6pp |
| Employer contribution / active EE | $3,019 | $1,783+69.3% | $5,167-41.6% | $2,706+11.6% |
| Participant deferral / active EE | $6,530 | $3,035+115.1% | $5,568+17.3% | $4,562+43.1% |
| Admin fee / account holder | $48 | $318-84.9% | $16,237-99.7% | $152-68.3% |