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 5-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 | $43,091 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,749 |
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 | $84,656 | $88,890-4.8% | $102,423-17.3% | $77,643+9.0% |
| Participation rate | 90.7% | 80.9%+9.8pp | 76.5%+14.2pp | 70.6%+20.1pp |
| Annual return | 18.77% | 24.98%-6.2pp | 29.32%-10.6pp | 31.24%-12.5pp |
| Employer contribution / active EE | $9,947 | $2,698+268.8% | $3,023+229.0% | $2,726+264.9% |
| Participant deferral / active EE | $18,351 | $5,145+256.6% | $5,053+263.2% | $4,647+294.9% |
| Admin fee / account holder | $51 | $235-78.5% | $9,451-99.5% | $430-88.2% |