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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,403 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $171,069 | $81,908+108.9% | $90,749+88.5% | $64,808+164.0% |
| Participation rate | 97.5% | 80.5%+17.1pp | 75.7%+21.8pp | 71.5%+26.1pp |
| Annual return | -17.67% | -12.53%-5.1pp | -12.16%-5.5pp | 32.82%-50.5pp |
| Employer contribution / active EE | $4,281 | $3,065+39.7% | $2,921+46.6% | $2,506+70.9% |
| Participant deferral / active EE | $6,613 | $4,840+36.6% | $4,564+44.9% | $4,310+53.4% |
| Admin fee / account holder | $114 | $157-27.7% | $8,445-98.7% | $188-39.5% |