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 | $27,291 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,026 |
Annual investment return 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 | $30,557 | $42,353-27.9% | $79,550-61.6% | $64,808-52.9% |
| Participation rate | 88.4% | 64.8%+23.7pp | 69.5%+18.9pp | 71.5%+17.0pp |
| Annual return | -18.95% | -12.24%-6.7pp | 0.16%-19.1pp | 32.82%-51.8pp |
| Employer contribution / active EE | $954 | $1,181-19.2% | $2,413-60.5% | $2,506-61.9% |
| Participant deferral / active EE | $3,928 | $3,170+23.9% | $3,985-1.4% | $4,310-8.9% |
| Admin fee / account holder | $66 | $160-58.6% | $6,832-99.0% | $188-64.8% |