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 | $199,406 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,560 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,381 | $144,996-79.7% | $111,297-73.6% | $93,030-68.4% |
| Participation rate | 92.4% | 86.2%+6.3pp | 77.3%+15.1pp | 73.9%+18.5pp |
| Annual return | 21.40% | 18.26%+3.1pp | 54.65%-33.2pp | 158.70%-137.3pp |
| Employer contribution / active EE | $2,915 | $3,056-4.6% | $2,731+6.7% | $2,706+7.7% |
| Participant deferral / active EE | $4,224 | $5,587-24.4% | $4,487-5.9% | $4,562-7.4% |
| Admin fee / account holder | $109 | $103+5.2% | $7,964-98.6% | $152-28.3% |