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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,766 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,117 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $21,250 |
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 | $144,076 | $53,345+170.1% | $121,098+19.0% | $74,419+93.6% |
| Participation rate | 94.8% | 60.0%+34.8pp | 69.5%+25.3pp | 70.7%+24.1pp |
| Annual return | 21.32% | 35.15%-13.8pp | 985.75%-964.4pp | 34.38%-13.1pp |
| Employer contribution / active EE | $4,384 | $1,898+130.9% | $4,164+5.3% | $2,637+66.2% |
| Participant deferral / active EE | $14,181 | $3,221+340.3% | $4,080+247.6% | $4,528+213.2% |
| Admin fee / account holder | $99 | $382-74.1% | $5,644-98.2% | $348-71.6% |