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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,284 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$97,777 |
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 | $90,200 | $81,908+10.1% | $90,749-0.6% | $64,808+39.2% |
| Participation rate | 95.1% | 80.5%+14.6pp | 75.7%+19.4pp | 71.5%+23.6pp |
| Annual return | -16.73% | -12.53%-4.2pp | -12.16%-4.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $4,923 | $3,065+60.6% | $2,921+68.5% | $2,506+96.4% |
| Participant deferral / active EE | $6,818 | $4,840+40.9% | $4,564+49.4% | $4,310+58.2% |
| Admin fee / account holder | -$90 | $157-157.3% | $8,445-101.1% | $188-148.0% |