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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,180 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,575 |
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 | $226,874 | $93,131+143.6% | $106,548+112.9% | $86,799+161.4% |
| Participation rate | 94.0% | 81.4%+12.5pp | 76.1%+17.8pp | 72.3%+21.7pp |
| Annual return | 15.91% | 19.45%-3.5pp | 26.80%-10.9pp | 97.91%-82.0pp |
| Employer contribution / active EE | $4,270 | $2,895+47.5% | $2,819+51.5% | $2,405+77.5% |
| Participant deferral / active EE | $6,487 | $4,708+37.8% | $4,398+47.5% | $4,131+57.0% |
| Admin fee / account holder | $125 | $145-13.6% | $7,407-98.3% | $170-26.0% |