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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$99,169 |
Annual investment return 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 | $105,489 | $130,141-18.9% | $86,677+21.7% | $77,904+35.4% |
| Participation rate | 98.1% | 85.9%+12.2pp | 76.6%+21.6pp | 73.7%+24.5pp |
| Annual return | -17.78% | -12.75%-5.0pp | 35.91%-53.7pp | 12.21%-30.0pp |
| Employer contribution / active EE | $9,073 | $3,220+181.8% | $2,836+219.9% | $2,848+218.6% |
| Participant deferral / active EE | $13,915 | $5,757+141.7% | $4,656+198.9% | $4,806+189.5% |
| Admin fee / account holder | $32 | $132-75.6% | $7,493-99.6% | $133-75.7% |