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) | $175,298 |
Service code 37 · EIN 04-2647786 | Loan Processing | $77,693 |
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 | $231,842 | $74,188+212.5% | $115,756+100.3% | $64,808+257.7% |
| Participation rate | 97.0% | 76.2%+20.8pp | 77.1%+19.9pp | 71.5%+25.5pp |
| Annual return | -17.10% | -11.81%-5.3pp | 143.14%-160.2pp | 32.82%-49.9pp |
| Employer contribution / active EE | $4,477 | $3,365+33.1% | $3,793+18.0% | $2,506+78.6% |
| Participant deferral / active EE | $11,605 | $5,294+119.2% | $6,254+85.6% | $4,310+169.2% |
| Admin fee / account holder | $151 | $148+2.0% | $8,124-98.1% | $188-19.4% |