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 | $46,386 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,287 |
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 | $46,971 | $45,602+3.0% | $117,472-60.0% | $66,914-29.8% |
| Participation rate | 95.9% | 57.6%+38.3pp | 70.6%+25.3pp | 69.8%+26.1pp |
| Annual return | -16.62% | -16.74%+0.1pp | 29.74%-46.4pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,554 | $1,579-1.6% | $4,176-62.8% | $2,544-38.9% |
| Participant deferral / active EE | $3,823 | $2,845+34.4% | $4,070-6.1% | $4,237-9.8% |
| Admin fee / account holder | $214 | $661-67.5% | $5,645-96.2% | $593-63.9% |