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 5-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 27 · EIN 47-1411118 | Advisory (Plan) | $70,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,421 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,441 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $144,048 | $92,055+56.5% | $106,213+35.6% | $77,643+85.5% |
| Participation rate | 90.7% | 81.0%+9.6pp | 75.3%+15.4pp | 70.6%+20.1pp |
| Annual return | 17.62% | 17.91%-0.3pp | 116.14%-98.5pp | 31.24%-13.6pp |
| Employer contribution / active EE | $3,524 | $3,367+4.7% | $3,171+11.1% | $2,726+29.3% |
| Participant deferral / active EE | $7,343 | $5,386+36.3% | $5,016+46.4% | $4,647+58.0% |
| Admin fee / account holder | $226 | $219+3.1% | $11,033-98.0% | $430-47.5% |