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) | $37,608 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,347 |
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 | $91,887 | $106,110-13.4% | $147,005-37.5% | $77,671+18.3% |
| Participation rate | 79.4% | 78.4%+1.0pp | 82.2%-2.7pp | 70.6%+8.9pp |
| Annual return | 38.86% | 56.77%-17.9pp | 418.76%-379.9pp | 31.21%+7.6pp |
| Employer contribution / active EE | $3,296 | $4,065-18.9% | $4,934-33.2% | $2,726+20.9% |
| Participant deferral / active EE | $12,303 | $7,992+53.9% | $8,070+52.5% | $4,648+164.7% |
| Admin fee / account holder | $58 | $338-82.8% | $13,006-99.6% | $430-86.5% |