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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,816 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,103 |
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 | $97,252 | $46,292+110.1% | $143,757-32.3% | $64,808+50.1% |
| Participation rate | 98.0% | 64.2%+33.8pp | 80.3%+17.7pp | 71.5%+26.6pp |
| Annual return | -17.04% | -10.05%-7.0pp | -0.04%-17.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $3,875 | $1,910+102.9% | $4,951-21.7% | $2,506+54.6% |
| Participant deferral / active EE | $6,562 | $2,646+148.0% | $5,637+16.4% | $4,310+52.2% |
| Admin fee / account holder | -$42 | $154-127.3% | $14,673-100.3% | $188-122.3% |