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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,612 |
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 | $132,670 | $185,342-28.4% | $111,297+19.2% | $86,799+52.8% |
| Participation rate | 98.4% | 81.0%+17.5pp | 77.3%+21.1pp | 72.3%+26.1pp |
| Annual return | 25.13% | 500.80%-475.7pp | 54.65%-29.5pp | 97.91%-72.8pp |
| Employer contribution / active EE | $8,306 | $2,246+269.8% | $2,731+204.1% | $2,405+245.3% |
| Participant deferral / active EE | $14,100 | $4,458+216.2% | $4,487+214.2% | $4,131+241.3% |
| Admin fee / account holder | $23 | $255-91.0% | $7,964-99.7% | $170-86.4% |