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) | $110,894 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$135,875 |
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 | $90,761 | $127,481-28.8% | $149,696-39.4% | $90,288+0.5% |
| Participation rate | 94.3% | 78.2%+16.1pp | 82.5%+11.9pp | 73.4%+21.0pp |
| Annual return | 25.63% | 57.78%-32.2pp | 276.60%-251.0pp | 53.97%-28.3pp |
| Employer contribution / active EE | $1,383 | $3,448-59.9% | $4,644-70.2% | $2,524-45.2% |
| Participant deferral / active EE | $8,429 | $6,975+20.8% | $6,842+23.2% | $4,232+99.2% |
| Admin fee / account holder | $43 | $152-71.6% | $9,309-99.5% | $114-62.2% |