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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $632,447 |
Service code 37 · EIN 04-2647786 | Loan Processing | $485,311 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $31,950 |
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 | $114,786 | $122,114-6.0% | $96,139+19.4% | $101,517+13.1% |
| Participation rate | 93.8% | 40.2%+53.7pp | 68.4%+25.4pp | 74.6%+19.3pp |
| Annual return | 17.19% | 22.60%-5.4pp | 191.94%-174.7pp | 21.00%-3.8pp |
| Employer contribution / active EE | $3,477 | $938+270.6% | $2,797+24.3% | $2,973+16.9% |
| Participant deferral / active EE | $11,948 | $2,166+451.6% | $4,349+174.7% | $4,873+145.2% |
| Admin fee / account holder | $92 | $1,652-94.4% | $5,537-98.3% | $139-34.1% |