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) | $7,683 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$48,612 |
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 | $114,563 | $93,131+23.0% | $106,548+7.5% | $86,799+32.0% |
| Participation rate | 95.0% | 81.4%+13.5pp | 76.1%+18.8pp | 72.3%+22.7pp |
| Annual return | 23.54% | 19.45%+4.1pp | 26.80%-3.3pp | 97.91%-74.4pp |
| Employer contribution / active EE | $4,984 | $2,895+72.1% | $2,819+76.8% | $2,405+107.2% |
| Participant deferral / active EE | $6,707 | $4,708+42.5% | $4,398+52.5% | $4,131+62.4% |
| Admin fee / account holder | -$47 | $145-132.5% | $7,407-100.6% | $170-127.8% |