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 3-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 | $20,820 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,468 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,897 | $106,110-50.1% | $147,005-64.0% | $77,671-31.9% |
| Participation rate | 87.6% | 78.4%+9.2pp | 82.2%+5.4pp | 70.6%+17.0pp |
| Annual return | 24.41% | 56.77%-32.4pp | 418.76%-394.4pp | 31.21%-6.8pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $12,992 | $7,992+62.6% | $8,070+61.0% | $4,648+179.5% |
| Admin fee / account holder | $35 | $338-89.6% | $13,006-99.7% | $430-91.8% |