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 | $94,274 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,656 |
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 | $48,156 | $82,202-41.4% | $125,339-61.6% | $64,808-25.7% |
| Participation rate | 99.2% | 77.9%+21.4pp | 82.4%+16.9pp | 71.5%+27.8pp |
| Annual return | -14.20% | 3.48%-17.7pp | 572.05%-586.3pp | 32.82%-47.0pp |
| Employer contribution / active EE | $2,628 | $3,615-27.3% | $4,814-45.4% | $2,506+4.9% |
| Participant deferral / active EE | $7,459 | $7,175+4.0% | $7,446+0.2% | $4,310+73.0% |
| Admin fee / account holder | $138 | $163-15.7% | $10,010-98.6% | $188-26.7% |