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 3-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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,776 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,971 |
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 | $68,179 | $91,407-25.4% | $135,903-49.8% | $71,457-4.6% |
| Participation rate | 86.5% | 75.7%+10.8pp | 81.9%+4.6pp | 67.9%+18.6pp |
| Annual return | 25.45% | 29.90%-4.4pp | 68.23%-42.8pp | 28.85%-3.4pp |
| Employer contribution / active EE | $6,197 | $3,703+67.3% | $4,856+27.6% | $2,588+139.5% |
| Participant deferral / active EE | $16,785 | $7,092+136.7% | $7,758+116.4% | $4,289+291.4% |
| Admin fee / account holder | $18 | $1,266-98.6% | $10,762-99.8% | $1,587-98.9% |