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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,967 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,747 |
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 | $35,281 | $91,407-61.4% | $135,903-74.0% | $71,457-50.6% |
| Participation rate | 69.4% | 75.7%-6.3pp | 81.9%-12.6pp | 67.9%+1.4pp |
| Annual return | 37.79% | 29.90%+7.9pp | 68.23%-30.4pp | 28.85%+8.9pp |
| Employer contribution / active EE | $2,049 | $3,703-44.7% | $4,856-57.8% | $2,588-20.8% |
| Participant deferral / active EE | $7,209 | $7,092+1.6% | $7,758-7.1% | $4,289+68.1% |
| Admin fee / account holder | $40 | $1,266-96.8% | $10,762-99.6% | $1,587-97.5% |