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 | $222,347 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $147,802 |
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 | $118,512 | $176,491-32.9% | $95,952+23.5% | $90,288+31.3% |
| Participation rate | 91.6% | 86.6%+5.0pp | 77.1%+14.5pp | 73.4%+18.3pp |
| Annual return | 14.21% | 20.14%-5.9pp | 91.61%-77.4pp | 53.97%-39.8pp |
| Employer contribution / active EE | $4,078 | $2,789+46.2% | $2,541+60.5% | $2,524+61.6% |
| Participant deferral / active EE | $5,971 | $5,340+11.8% | $4,167+43.3% | $4,232+41.1% |
| Admin fee / account holder | $104 | $154-32.8% | $6,795-98.5% | $114-9.2% |