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 9-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 | $58,377 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,387 |
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 | $69,819 | $71,142-1.9% | $119,609-41.6% | $64,808+7.7% |
| Participation rate | 97.1% | 78.6%+18.5pp | 79.3%+17.9pp | 71.5%+25.7pp |
| Annual return | -13.13% | -10.01%-3.1pp | -14.97%+1.8pp | 32.82%-46.0pp |
| Employer contribution / active EE | $3,038 | $2,497+21.6% | $4,232-28.2% | $2,506+21.2% |
| Participant deferral / active EE | $4,281 | $4,490-4.7% | $5,602-23.6% | $4,310-0.7% |
| Admin fee / account holder | $138 | $162-15.0% | $10,323-98.7% | $188-26.6% |