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) | $10,163 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,037 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,266 | $72,254+44.3% | $86,677+20.3% | $64,808+60.9% |
| Participation rate | 74.3% | 80.4%-6.1pp | 76.6%-2.3pp | 71.5%+2.8pp |
| Annual return | -19.72% | 392.42%-412.1pp | 35.91%-55.6pp | 32.82%-52.5pp |
| Employer contribution / active EE | $2,037 | $2,393-14.9% | $2,836-28.2% | $2,506-18.7% |
| Participant deferral / active EE | $4,774 | $4,658+2.5% | $4,656+2.5% | $4,310+10.8% |
| Admin fee / account holder | -$43 | $174-124.7% | $7,493-100.6% | $188-122.9% |