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 6-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 | $92,726 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $55,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,086 | $55,416+37.3% | $75,972+0.1% | $77,643-2.0% |
| Participation rate | 94.9% | 63.6%+31.3pp | 69.1%+25.8pp | 70.6%+24.3pp |
| Annual return | -20.16% | 17.07%-37.2pp | 359.55%-379.7pp | 31.24%-51.4pp |
| Employer contribution / active EE | $4,599 | $1,788+157.3% | $2,685+71.3% | $2,726+68.7% |
| Participant deferral / active EE | $10,014 | $3,447+190.5% | $4,255+135.3% | $4,647+115.5% |
| Admin fee / account holder | $180 | $414-56.6% | $6,467-97.2% | $430-58.2% |