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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,126 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$418,990 |
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 | $146,232 | $87,621+66.9% | $86,436+69.2% | $77,904+87.7% |
| Participation rate | 97.3% | 85.8%+11.5pp | 80.3%+17.0pp | 73.7%+23.7pp |
| Annual return | -18.48% | -13.90%-4.6pp | 4394.89%-4413.4pp | 12.21%-30.7pp |
| Employer contribution / active EE | $5,184 | $3,474+49.2% | $3,769+37.6% | $2,848+82.1% |
| Participant deferral / active EE | $8,785 | $8,645+1.6% | $6,952+26.4% | $4,806+82.8% |
| Admin fee / account holder | -$121 | $85-242.7% | $6,731-101.8% | $133-191.1% |