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 | $36,433 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,868 |
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 | $64,291 | $30,086+113.7% | $61,373+4.8% | $64,808-0.8% |
| Participation rate | 87.9% | 36.4%+51.6pp | 52.6%+35.4pp | 71.5%+16.5pp |
| Annual return | -17.83% | -13.99%-3.8pp | 338.61%-356.4pp | 32.82%-50.6pp |
| Employer contribution / active EE | $3,186 | $536+494.1% | $1,159+174.8% | $2,506+27.1% |
| Participant deferral / active EE | $5,280 | $1,126+369.0% | $2,125+148.5% | $4,310+22.5% |
| Admin fee / account holder | $65 | $148-56.4% | $2,130-97.0% | $188-65.6% |