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 | $173,998 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,590 | $123,048-89.0% | $81,983-83.4% | $106,222-87.2% |
| Participation rate | 80.5% | 65.1%+15.5pp | 69.2%+11.3pp | 70.8%+9.7pp |
| Annual return | 18.65% | 14.83%+3.8pp | 41.31%-22.7pp | 21.69%-3.0pp |
| Employer contribution / active EE | $264 | $3,893-93.2% | $2,498-89.4% | $2,723-90.3% |
| Participant deferral / active EE | $525 | $4,168-87.4% | $3,722-85.9% | $4,600-88.6% |
| Admin fee / account holder | $21 | $116-81.7% | $5,664-99.6% | $78-72.8% |