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) | $24,555 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,776 |
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 | $229,716 | $331,159-30.6% | $112,887+103.5% | $74,419+208.7% |
| Participation rate | 98.0% | 81.4%+16.7pp | 80.5%+17.5pp | 70.7%+27.3pp |
| Annual return | 17.61% | 21.62%-4.0pp | 34.10%-16.5pp | 34.38%-16.8pp |
| Employer contribution / active EE | $3,782 | $5,469-30.9% | $4,563-17.1% | $2,637+43.4% |
| Participant deferral / active EE | $10,491 | $8,097+29.6% | $6,513+61.1% | $4,528+131.7% |
| Admin fee / account holder | $66 | $281-76.6% | $7,047-99.1% | $348-81.1% |