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) | $24,704 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,212 | $40,385+36.7% | $80,569-31.5% | $74,419-25.8% |
| Participation rate | 69.4% | 47.4%+22.0pp | 67.0%+2.4pp | 70.7%-1.3pp |
| Annual return | 19.88% | 164.85%-145.0pp | 935.43%-915.6pp | 34.38%-14.5pp |
| Employer contribution / active EE | $1,984 | $1,496+32.6% | $2,723-27.1% | $2,637-24.8% |
| Participant deferral / active EE | $5,668 | $2,674+112.0% | $4,447+27.4% | $4,528+25.2% |
| Admin fee / account holder | $53 | $720-92.6% | $5,377-99.0% | $348-84.7% |