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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,947 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,401 |
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 | $165,639 | $93,131+77.9% | $106,548+55.5% | $86,799+90.8% |
| Participation rate | 99.0% | 81.4%+17.6pp | 76.1%+22.9pp | 72.3%+26.7pp |
| Annual return | 15.68% | 19.45%-3.8pp | 26.80%-11.1pp | 97.91%-82.2pp |
| Employer contribution / active EE | $5,201 | $2,895+79.6% | $2,819+84.5% | $2,405+116.2% |
| Participant deferral / active EE | $8,249 | $4,708+75.2% | $4,398+87.6% | $4,131+99.7% |
| Admin fee / account holder | $85 | $145-41.1% | $7,407-98.8% | $170-49.6% |