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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,478 |
Service code 37 · EIN 04-2647786 | Loan Processing | $662 |
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 | $100,691 | $84,487+19.2% | $125,339-19.7% | $66,914+50.5% |
| Participation rate | 95.4% | 76.4%+19.0pp | 82.4%+13.0pp | 69.8%+25.6pp |
| Annual return | -15.85% | -8.39%-7.5pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $6,614 | $3,553+86.2% | $4,814+37.4% | $2,544+160.0% |
| Participant deferral / active EE | $11,799 | $6,781+74.0% | $7,446+58.4% | $4,237+178.5% |
| Admin fee / account holder | $32 | $685-95.4% | $10,010-99.7% | $593-94.7% |