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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,332 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,350 |
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 | $53,586 | $100,801-46.8% | $149,696-64.2% | $73,409-27.0% |
| Participation rate | 93.8% | 77.7%+16.1pp | 82.5%+11.3pp | 72.2%+21.6pp |
| Annual return | 17.28% | 265.34%-248.1pp | 276.60%-259.3pp | 59.29%-42.0pp |
| Employer contribution / active EE | $1,526 | $3,312-53.9% | $4,644-67.2% | $2,234-31.7% |
| Participant deferral / active EE | $9,832 | $6,404+53.5% | $6,842+43.7% | $3,805+158.4% |
| Admin fee / account holder | $18 | $181-90.1% | $9,309-99.8% | $158-88.7% |