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) | $163,974 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,708 |
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 | $119,548 | $57,610+107.5% | $154,803-22.8% | $102,872+16.2% |
| Participation rate | 99.2% | 59.5%+39.7pp | 78.1%+21.1pp | 73.0%+26.2pp |
| Annual return | 22.93% | 30.49%-7.6pp | 58.88%-36.0pp | 19.06%+3.9pp |
| Employer contribution / active EE | $9,596 | $1,883+409.5% | $4,305+122.9% | $3,526+172.1% |
| Participant deferral / active EE | $18,698 | $2,914+541.6% | $5,540+237.5% | $5,535+237.8% |
| Admin fee / account holder | $39 | $368-89.3% | $14,329-99.7% | $292-86.5% |