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) | $6,277 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,988 |
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 | $71,793 | $58,320+23.1% | $86,436-16.9% | $66,914+7.3% |
| Participation rate | 95.1% | 78.6%+16.5pp | 80.3%+14.8pp | 69.8%+25.3pp |
| Annual return | -17.38% | -9.71%-7.7pp | 4394.89%-4412.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,522 | $2,615-41.8% | $3,769-59.6% | $2,544-40.2% |
| Participant deferral / active EE | $9,057 | $6,899+31.3% | $6,952+30.3% | $4,237+113.8% |
| Admin fee / account holder | $28 | $546-95.0% | $6,731-99.6% | $593-95.4% |