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 | $55,003 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,964 |
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 | $62,253 | $91,746-32.1% | $146,665-57.6% | $93,030-33.1% |
| Participation rate | 93.6% | 80.9%+12.7pp | 80.1%+13.5pp | 73.9%+19.7pp |
| Annual return | 20.94% | 18.28%+2.7pp | 22.74%-1.8pp | 158.70%-137.8pp |
| Employer contribution / active EE | $897 | $2,815-68.1% | $4,136-78.3% | $2,706-66.9% |
| Participant deferral / active EE | $4,496 | $4,589-2.0% | $5,506-18.3% | $4,562-1.5% |
| Admin fee / account holder | $31 | $101-69.7% | $10,280-99.7% | $152-79.8% |