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 | $528,222 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $299,966 |
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 | $145,189 | $152,104-4.5% | $184,203-21.2% | $106,382+36.5% |
| Participation rate | 81.3% | 85.9%-4.6pp | 86.8%-5.5pp | 69.9%+11.4pp |
| Annual return | 17.58% | 20.70%-3.1pp | 28.81%-11.2pp | 17.37%+0.2pp |
| Employer contribution / active EE | $4,881 | $5,326-8.4% | $6,427-24.1% | $3,364+45.1% |
| Participant deferral / active EE | $7,294 | $8,559-14.8% | $9,131-20.1% | $5,569+31.0% |
| Admin fee / account holder | $64 | $103-37.7% | $13,901-99.5% | $79-19.4% |