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) | $26,297 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,495 |
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 | $187,783 | $85,135+120.6% | $98,907+89.9% | $73,409+155.8% |
| Participation rate | 95.3% | 81.1%+14.1pp | 76.0%+19.3pp | 72.2%+23.1pp |
| Annual return | 17.26% | 19.14%-1.9pp | 196.43%-179.2pp | 59.29%-42.0pp |
| Employer contribution / active EE | $3,965 | $2,721+45.7% | $2,689+47.5% | $2,234+77.5% |
| Participant deferral / active EE | $5,868 | $4,349+34.9% | $4,244+38.3% | $3,805+54.2% |
| Admin fee / account holder | $104 | $139-25.4% | $6,642-98.4% | $158-34.2% |