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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,158 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,075 |
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 | $40,090 | $73,034-45.1% | $77,163-48.0% | $80,160-50.0% |
| Participation rate | 98.6% | 78.1%+20.5pp | 69.6%+29.0pp | 72.9%+25.7pp |
| Annual return | 16.10% | 18.56%-2.5pp | 37.87%-21.8pp | 40.38%-24.3pp |
| Employer contribution / active EE | $2,783 | $2,779+0.1% | $2,535+9.8% | $2,978-6.6% |
| Participant deferral / active EE | $3,701 | $4,140-10.6% | $3,833-3.4% | $5,017-26.2% |
| Admin fee / account holder | $29 | $104-71.8% | $5,472-99.5% | $145-79.8% |