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 | $28,029 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,772 |
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 | $35,987 | $53,165-32.3% | $86,188-58.2% | $74,419-51.6% |
| Participation rate | 91.8% | 64.9%+26.9pp | 69.0%+22.8pp | 70.7%+21.1pp |
| Annual return | 20.39% | 22.64%-2.3pp | 1168.45%-1148.1pp | 34.38%-14.0pp |
| Employer contribution / active EE | $874 | $1,210-27.7% | $2,380-63.3% | $2,637-66.9% |
| Participant deferral / active EE | $3,616 | $3,234+11.8% | $3,985-9.3% | $4,528-20.1% |
| Admin fee / account holder | $74 | $551-86.6% | $6,852-98.9% | $348-78.7% |