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 | $346,950 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $213,380 |
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 | $36,975 | $89,569-58.7% | $392,568-90.6% | $89,569-58.7% |
| Participation rate | 95.5% | 69.6%+25.9pp | 78.1%+17.4pp | 69.6%+25.9pp |
| Annual return | 27.34% | 34.56%-7.2pp | 24.42%+2.9pp | 34.56%-7.2pp |
| Employer contribution / active EE | $1,726 | $2,584-33.2% | $3,783-54.4% | $2,584-33.2% |
| Participant deferral / active EE | $3,179 | $4,220-24.7% | $5,985-46.9% | $4,220-24.7% |
| Admin fee / account holder | $26 | $72-63.1% | $6,260-99.6% | $72-63.1% |