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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,724 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,300 |
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 | $72,605 | $88,083-17.6% | $164,813-55.9% | $74,495-2.5% |
| Participation rate | 98.5% | 73.0%+25.4pp | 78.6%+19.8pp | 67.2%+31.3pp |
| Annual return | 28.90% | 17.26%+11.6pp | 69.93%-41.0pp | 1364.94%-1336.0pp |
| Employer contribution / active EE | $3,019 | $2,593+16.4% | $4,341-30.5% | $2,623+15.1% |
| Participant deferral / active EE | $10,761 | $4,498+139.3% | $6,031+78.4% | $4,346+147.6% |
| Admin fee / account holder | $39 | $2,234-98.3% | $12,690-99.7% | $1,942-98.0% |