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 | $20,577 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,075 |
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 | $154,912 | $50,199+208.6% | $70,092+121.0% | $66,914+131.5% |
| Participation rate | 75.1% | 66.3%+8.8pp | 70.5%+4.6pp | 69.8%+5.3pp |
| Annual return | -15.51% | -13.85%-1.7pp | 190.73%-206.2pp | 1.58%-17.1pp |
| Employer contribution / active EE | $809 | $1,864-56.6% | $2,559-68.4% | $2,544-68.2% |
| Participant deferral / active EE | $7,755 | $3,112+149.2% | $3,849+101.5% | $4,237+83.0% |
| Admin fee / account holder | $109 | $600-81.8% | $6,267-98.3% | $593-81.6% |