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) | $106,312 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,326 |
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 | $162,332 | $103,918+56.2% | $94,646+71.5% | $80,160+102.5% |
| Participation rate | 96.0% | 85.8%+10.2pp | 80.8%+15.2pp | 72.9%+23.1pp |
| Annual return | 20.83% | 27.77%-6.9pp | 156.71%-135.9pp | 40.38%-19.6pp |
| Employer contribution / active EE | $1,765 | $3,539-50.1% | $3,672-51.9% | $2,978-40.7% |
| Participant deferral / active EE | $14,415 | $9,528+51.3% | $7,418+94.3% | $5,017+187.3% |
| Admin fee / account holder | $58 | $96-39.7% | $7,231-99.2% | $145-59.9% |