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 | $8,906 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,658 |
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 | $64,796 | $91,372-29.1% | $129,995-50.2% | $74,419-12.9% |
| Participation rate | 93.9% | 77.8%+16.1pp | 78.5%+15.4pp | 70.7%+23.2pp |
| Annual return | 20.10% | 23.21%-3.1pp | -137.18%+157.3pp | 34.38%-14.3pp |
| Employer contribution / active EE | $1,398 | $2,563-45.5% | $4,320-67.6% | $2,637-47.0% |
| Participant deferral / active EE | $3,508 | $4,721-25.7% | $5,820-39.7% | $4,528-22.5% |
| Admin fee / account holder | $18 | $283-93.8% | $10,614-99.8% | $348-94.9% |