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 | $49,178 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,428 |
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 | $122,606 | $92,055+33.2% | $106,213+15.4% | $77,643+57.9% |
| Participation rate | 93.7% | 81.0%+12.7pp | 75.3%+18.4pp | 70.6%+23.2pp |
| Annual return | 13.86% | 17.91%-4.0pp | 116.14%-102.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $5,386 | $3,367+60.0% | $3,171+69.8% | $2,726+97.6% |
| Participant deferral / active EE | $9,409 | $5,386+74.7% | $5,016+87.6% | $4,647+102.5% |
| Admin fee / account holder | $170 | $219-22.4% | $11,033-98.5% | $430-60.5% |