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 7-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 | $66,352 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,103 | $94,876-7.1% | $82,389+6.9% | $102,872-14.4% |
| Participation rate | 68.4% | 70.6%-2.2pp | 69.5%-1.1pp | 73.0%-4.6pp |
| Annual return | 25.04% | 17.83%+7.2pp | 28.67%-3.6pp | 19.06%+6.0pp |
| Employer contribution / active EE | $2,503 | $3,789-34.0% | $2,517-0.6% | $3,526-29.0% |
| Participant deferral / active EE | $10,796 | $4,496+140.1% | $4,155+159.9% | $5,535+95.1% |
| Admin fee / account holder | $53 | $214-75.3% | $7,231-99.3% | $292-81.9% |