Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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) | $59,468 |
Service code 37 · EIN 04-2647786 | Loan Processing | $57,724 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,747 | $150,541-49.7% | $145,433-47.9% | $103,975-27.1% |
| Participation rate | 95.2% | 81.1%+14.1pp | 82.1%+13.1pp | 72.5%+22.7pp |
| Annual return | 28.23% | 20.73%+7.5pp | 66.58%-38.3pp | 19.41%+8.8pp |
| Employer contribution / active EE | $3,940 | $5,177-23.9% | $4,554-13.5% | $3,722+5.9% |
| Participant deferral / active EE | $13,165 | $9,456+39.2% | $7,897+66.7% | $5,343+146.4% |
| Admin fee / account holder | $36 | $165-78.2% | $13,129-99.7% | $332-89.2% |