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 | $96,192 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,210 |
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 | $52,485 | $95,274-44.9% | $135,903-61.4% | $74,419-29.5% |
| Participation rate | 98.9% | 78.2%+20.7pp | 81.9%+16.9pp | 70.7%+28.1pp |
| Annual return | 20.52% | 32.77%-12.3pp | 68.23%-47.7pp | 34.38%-13.9pp |
| Employer contribution / active EE | $2,628 | $3,874-32.2% | $4,856-45.9% | $2,637-0.4% |
| Participant deferral / active EE | $7,379 | $7,782-5.2% | $7,758-4.9% | $4,528+63.0% |
| Admin fee / account holder | $131 | $266-51.0% | $10,762-98.8% | $348-62.5% |