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 37 · EIN 04-2647786 | Loan Processing | $20,863 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,079 |
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 | $48,716 | $45,031+8.2% | $84,966-42.7% | $77,643-37.3% |
| Participation rate | 92.2% | 48.7%+43.5pp | 67.5%+24.7pp | 70.6%+21.6pp |
| Annual return | 28.35% | 79.22%-50.9pp | 66.38%-38.0pp | 31.24%-2.9pp |
| Employer contribution / active EE | $5,992 | $1,609+272.3% | $2,727+119.7% | $2,726+119.8% |
| Participant deferral / active EE | $12,281 | $2,807+337.4% | $4,519+171.7% | $4,647+164.3% |
| Admin fee / account holder | $38 | $912-95.8% | $6,149-99.4% | $430-91.1% |