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 | $185,383 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,609 |
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 | $224,133 | $83,158+169.5% | $167,512+33.8% | $102,872+117.9% |
| Participation rate | 97.8% | 70.1%+27.7pp | 77.1%+20.7pp | 73.0%+24.8pp |
| Annual return | 18.68% | 21.37%-2.7pp | 1615.79%-1597.1pp | 19.06%-0.4pp |
| Employer contribution / active EE | $6,734 | $2,233+201.6% | $3,882+73.5% | $3,526+91.0% |
| Participant deferral / active EE | $14,477 | $5,132+182.1% | $6,405+126.0% | $5,535+161.6% |
| Admin fee / account holder | $81 | $109-25.6% | $9,769-99.2% | $292-72.2% |