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 | $39,021 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,006 |
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 | $72,369 | $26,114+177.1% | $58,482+23.7% | $74,419-2.8% |
| Participation rate | 89.7% | 32.1%+57.6pp | 50.9%+38.9pp | 70.7%+19.0pp |
| Annual return | 19.92% | 32.51%-12.6pp | 4239.32%-4219.4pp | 34.38%-14.5pp |
| Employer contribution / active EE | $3,064 | $536+472.2% | $1,053+190.9% | $2,637+16.2% |
| Participant deferral / active EE | $5,592 | $1,075+420.4% | $1,924+190.7% | $4,528+23.5% |
| Admin fee / account holder | $57 | $649-91.2% | $2,516-97.7% | $348-83.5% |