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 | $103,838 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,809 |
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 | $140,379 | $107,459+30.6% | $135,903+3.3% | $80,160+75.1% |
| Participation rate | 96.3% | 78.0%+18.2pp | 81.9%+14.3pp | 72.9%+23.3pp |
| Annual return | 23.02% | 91.91%-68.9pp | 68.23%-45.2pp | 40.38%-17.4pp |
| Employer contribution / active EE | $3,745 | $3,877-3.4% | $4,856-22.9% | $2,978+25.8% |
| Participant deferral / active EE | $13,243 | $8,195+61.6% | $7,758+70.7% | $5,017+163.9% |
| Admin fee / account holder | $74 | $127-41.3% | $10,762-99.3% | $145-48.6% |