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 6-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 | $77,236 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,171 |
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 | $62,139 | $100,227-38.0% | $169,993-63.4% | $74,419-16.5% |
| Participation rate | 79.1% | 87.3%-8.2pp | 87.0%-7.8pp | 70.7%+8.4pp |
| Annual return | 92.53% | 66.08%+26.4pp | 53.37%+39.2pp | 34.38%+58.1pp |
| Employer contribution / active EE | $3,462 | $4,263-18.8% | $6,785-49.0% | $2,637+31.3% |
| Participant deferral / active EE | $7,667 | $7,143+7.3% | $10,408-26.3% | $4,528+69.3% |
| Admin fee / account holder | $154 | $234-34.3% | $12,815-98.8% | $348-55.7% |