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 | $40,500 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,484 |
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 | $48,450 | $73,125-33.7% | $125,175-61.3% | $77,787-37.7% |
| Participation rate | 93.6% | 79.4%+14.2pp | 79.8%+13.8pp | 73.2%+20.4pp |
| Annual return | 24.46% | 24.71%-0.3pp | 43.79%-19.3pp | 32.57%-8.1pp |
| Employer contribution / active EE | $1,035 | $2,413-57.1% | $3,865-73.2% | $2,504-58.7% |
| Participant deferral / active EE | $3,893 | $3,966-1.8% | $4,937-21.1% | $3,967-1.9% |
| Admin fee / account holder | $20 | $89-77.1% | $9,702-99.8% | $100-79.5% |