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 37 · EIN 04-2647786 | Loan Processing | $29,118 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,622 |
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 | $32,076 | $64,286-50.1% | $90,951-64.7% | $73,409-56.3% |
| Participation rate | 94.7% | 63.6%+31.1pp | 69.0%+25.7pp | 72.2%+22.5pp |
| Annual return | 18.33% | 21.45%-3.1pp | 134.60%-116.3pp | 59.29%-41.0pp |
| Employer contribution / active EE | $747 | $895-16.5% | $2,122-64.8% | $2,234-66.6% |
| Participant deferral / active EE | $2,817 | $2,453+14.8% | $3,373-16.5% | $3,805-26.0% |
| Admin fee / account holder | $67 | $287-76.5% | $5,959-98.9% | $158-57.3% |