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 | $62,696 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,986 |
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 | $187,616 | $106,110+76.8% | $147,005+27.6% | $77,671+141.6% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.1pp | 70.6%+25.6pp |
| Annual return | 20.94% | 56.77%-35.8pp | 418.76%-397.8pp | 31.21%-10.3pp |
| Employer contribution / active EE | $8,070 | $4,065+98.5% | $4,934+63.6% | $2,726+196.0% |
| Participant deferral / active EE | $15,106 | $7,992+89.0% | $8,070+87.2% | $4,648+225.0% |
| Admin fee / account holder | $118 | $338-65.2% | $13,006-99.1% | $430-72.7% |