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) | $54,345 |
KESTRA INVESTMENT SERVICES LLC7+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $40,000 |
SAMET & COMPANY PC3 years Filed as: SAMET & COMPANY, PC Service code 10 · EIN 04-3027605 | Accounting | $12,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,846 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,563 | $45,959+1.3% | $91,220-49.0% | $77,904-40.2% |
| Participation rate | 94.0% | 66.3%+27.7pp | 73.2%+20.8pp | 73.7%+20.3pp |
| Annual return | -17.06% | -5.32%-11.7pp | 114.01%-131.1pp | 12.21%-29.3pp |
| Employer contribution / active EE | $217 | $1,451-85.0% | $2,850-92.4% | $2,848-92.4% |
| Participant deferral / active EE | $5,204 | $3,283+58.5% | $4,234+22.9% | $4,806+8.3% |
| Admin fee / account holder | $52 | $99-47.8% | $5,420-99.0% | $133-61.1% |