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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $202,129 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,482 |
ARMANINO LLP8+ years Service code 10 · EIN 94-6214841 | Accounting | $22,470 |
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 | $79,788 | $95,388-16.4% | $125,339-36.3% | $77,904+2.4% |
| Participation rate | 96.2% | 78.6%+17.6pp | 82.4%+13.8pp | 73.7%+22.5pp |
| Annual return | -18.11% | 116.19%-134.3pp | 572.05%-590.2pp | 12.21%-30.3pp |
| Employer contribution / active EE | $3,170 | $3,666-13.5% | $4,814-34.1% | $2,848+11.3% |
| Participant deferral / active EE | $10,301 | $7,711+33.6% | $7,446+38.3% | $4,806+114.3% |
| Admin fee / account holder | $40 | $119-66.6% | $10,010-99.6% | $133-70.1% |