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 4-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 | $23,380 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,806 |
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 | $60,000 | $119,446-49.8% | $150,045-60.0% | $85,563-29.9% |
| Participation rate | 89.2% | 75.4%+13.8pp | 82.3%+6.9pp | 66.0%+23.3pp |
| Annual return | 39.99% | 23.72%+16.3pp | 62.55%-22.6pp | 31.51%+8.5pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $12,349 | $7,985+54.7% | $7,997+54.4% | $4,375+182.3% |
| Admin fee / account holder | $34 | $548-93.9% | $13,435-99.7% | $834-96.0% |