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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,218 |
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 | $55,332 | $51,288+7.9% | $81,983-32.5% | $73,409-24.6% |
| Participation rate | 90.8% | 64.0%+26.8pp | 69.2%+21.6pp | 72.2%+18.6pp |
| Annual return | 26.41% | 29.48%-3.1pp | 41.31%-14.9pp | 59.29%-32.9pp |
| Employer contribution / active EE | $437 | $1,487-70.6% | $2,498-82.5% | $2,234-80.4% |
| Participant deferral / active EE | $1,899 | $2,715-30.1% | $3,722-49.0% | $3,805-50.1% |
| Admin fee / account holder | $50 | $125-60.3% | $5,664-99.1% | $158-68.5% |