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 | $74,693 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,059 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,923 | $100,801+284.8% | $149,696+159.1% | $73,409+428.4% |
| Participation rate | 87.4% | 77.7%+9.7pp | 82.5%+4.9pp | 72.2%+15.2pp |
| Annual return | 21.56% | 265.34%-243.8pp | 276.60%-255.0pp | 59.29%-37.7pp |
| Employer contribution / active EE | $10,311 | $3,312+211.4% | $4,644+122.0% | $2,234+361.6% |
| Participant deferral / active EE | $9,234 | $6,404+44.2% | $6,842+35.0% | $3,805+142.6% |
| Admin fee / account holder | $120 | $181-33.9% | $9,309-98.7% | $158-24.3% |