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 8-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) | $448,378 |
Service code 37 · EIN 04-2647786 | Loan Processing | $345,790 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $84,254 |
RUBINBROWN LLP2 years Service code 10 · EIN 43-0765316 | Accounting | $25,500 |
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 | $82,556 | $86,936-5.0% | $103,333-20.1% | $99,062-16.7% |
| Participation rate | 95.2% | 81.7%+13.5pp | 74.5%+20.7pp | 71.6%+23.6pp |
| Annual return | 18.92% | 14.99%+3.9pp | 24.88%-6.0pp | 17.66%+1.3pp |
| Employer contribution / active EE | $2,408 | $3,925-38.7% | $3,868-37.7% | $3,262-26.2% |
| Participant deferral / active EE | $7,124 | $3,825+86.3% | $5,057+40.9% | $5,331+33.6% |
| Admin fee / account holder | $149 | $140+6.2% | $8,355-98.2% | $109+36.7% |