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 27 · EIN 47-1411118 | Advisory (Plan) | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,478 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,066 |
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 | $118,009 | $84,784+39.2% | $98,439+19.9% | $74,419+58.6% |
| Participation rate | 94.5% | 81.5%+13.0pp | 75.2%+19.4pp | 70.7%+23.8pp |
| Annual return | 20.26% | 20.59%-0.3pp | 21.16%-0.9pp | 34.38%-14.1pp |
| Employer contribution / active EE | $6,320 | $3,364+87.9% | $3,048+107.3% | $2,637+139.6% |
| Participant deferral / active EE | $10,795 | $5,218+106.9% | $4,738+127.9% | $4,528+138.4% |
| Admin fee / account holder | $165 | $204-19.3% | $8,948-98.2% | $348-52.5% |