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) | $23,014 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,176 |
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 | $204,229 | $78,419+160.4% | $133,956+52.5% | $73,409+178.2% |
| Participation rate | 98.8% | 78.6%+20.2pp | 79.8%+18.9pp | 72.2%+26.6pp |
| Annual return | 22.83% | 33.35%-10.5pp | 45.09%-22.3pp | 59.29%-36.5pp |
| Employer contribution / active EE | $15,450 | $2,044+656.0% | $3,919+294.3% | $2,234+591.7% |
| Participant deferral / active EE | $12,872 | $3,925+227.9% | $5,048+155.0% | $3,805+238.2% |
| Admin fee / account holder | $184 | $161+13.9% | $8,927-97.9% | $158+16.3% |