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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,104 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,322 |
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 | $83,168 | $81,908+1.5% | $90,749-8.4% | $64,808+28.3% |
| Participation rate | 98.6% | 80.5%+18.1pp | 75.7%+22.9pp | 71.5%+27.1pp |
| Annual return | -15.69% | -12.53%-3.2pp | -12.16%-3.5pp | 32.82%-48.5pp |
| Employer contribution / active EE | $7,909 | $3,065+158.0% | $2,921+170.8% | $2,506+215.6% |
| Participant deferral / active EE | $10,294 | $4,840+112.7% | $4,564+125.6% | $4,310+138.8% |
| Admin fee / account holder | $26 | $157-83.7% | $8,445-99.7% | $188-86.4% |