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 | $101,682 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,470 |
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 | $86,213 | $108,592-20.6% | $129,110-33.2% | $77,904+10.7% |
| Participation rate | 96.0% | 84.8%+11.2pp | 77.3%+18.8pp | 73.7%+22.3pp |
| Annual return | -15.01% | -13.72%-1.3pp | -10.94%-4.1pp | 12.21%-27.2pp |
| Employer contribution / active EE | $5,138 | $5,713-10.1% | $5,052+1.7% | $2,848+80.4% |
| Participant deferral / active EE | $6,302 | $7,051-10.6% | $6,542-3.7% | $4,806+31.1% |
| Admin fee / account holder | $32 | $91-64.7% | $14,302-99.8% | $133-75.7% |