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 6-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 | $167,397 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $131,433 |
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 | $140,770 | $144,996-2.9% | $111,297+26.5% | $93,030+51.3% |
| Participation rate | 97.8% | 86.2%+11.6pp | 77.3%+20.5pp | 73.9%+23.9pp |
| Annual return | 14.02% | 18.26%-4.2pp | 54.65%-40.6pp | 158.70%-144.7pp |
| Employer contribution / active EE | $5,764 | $3,056+88.6% | $2,731+111.1% | $2,706+113.0% |
| Participant deferral / active EE | $8,279 | $5,587+48.2% | $4,487+84.5% | $4,562+81.5% |
| Admin fee / account holder | $113 | $103+9.3% | $7,964-98.6% | $152-25.4% |