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 | $14,087 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,506 |
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 | $140,544 | $106,749+31.7% | $145,433-3.4% | $82,448+70.5% |
| Participation rate | 86.3% | 75.6%+10.6pp | 82.1%+4.2pp | 68.1%+18.2pp |
| Annual return | 29.75% | 27.59%+2.2pp | 66.58%-36.8pp | 41.64%-11.9pp |
| Employer contribution / active EE | $5,780 | $3,444+67.8% | $4,554+26.9% | $2,551+126.6% |
| Participant deferral / active EE | $22,611 | $6,519+246.9% | $7,897+186.3% | $4,139+446.3% |
| Admin fee / account holder | $212 | $8,390-97.5% | $13,129-98.4% | $7,234-97.1% |