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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,744 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $172,060 | $135,489+27.0% | $146,665+17.3% | - |
| Participation rate | 59.8% | 76.3%-16.5pp | 80.1%-20.2pp | - |
| Annual return | 17.10% | 13.52%+3.6pp | 22.74%-5.6pp | - |
| Employer contribution / active EE | $1,263 | $2,259-44.1% | $4,136-69.5% | - |
| Participant deferral / active EE | $4,031 | $3,661+10.1% | $5,506-26.8% | - |
| Admin fee / account holder | $87 | $5,216-98.3% | $10,280-99.2% | - |