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) | $9,305 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,693 |
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 | $120,904 | $91,407+32.3% | $135,903-11.0% | $71,457+69.2% |
| Participation rate | 95.1% | 75.7%+19.5pp | 81.9%+13.2pp | 67.9%+27.2pp |
| Annual return | 24.35% | 29.90%-5.6pp | 68.23%-43.9pp | 28.85%-4.5pp |
| Employer contribution / active EE | $6,616 | $3,703+78.6% | $4,856+36.2% | $2,588+155.7% |
| Participant deferral / active EE | $11,441 | $7,092+61.3% | $7,758+47.5% | $4,289+166.8% |
| Admin fee / account holder | $31 | $1,266-97.6% | $10,762-99.7% | $1,587-98.1% |