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.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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,747 | $145,877-48.1% | $150,045-49.5% | $102,872-26.4% |
| Participation rate | 95.2% | 79.8%+15.4pp | 82.3%+12.9pp | 73.0%+22.2pp |
| Annual return | 28.23% | 21.37%+6.9pp | 62.55%-34.3pp | 19.06%+9.2pp |
| Employer contribution / active EE | $3,940 | $4,710-16.3% | $4,693-16.0% | $3,526+11.7% |
| Participant deferral / active EE | $13,165 | $9,491+38.7% | $7,997+64.6% | $5,535+137.9% |
| Admin fee / account holder | $36 | $176-79.6% | $13,435-99.7% | $292-87.7% |