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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,665 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$731 |
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 | $99,817 | $76,050+31.3% | $96,544+3.4% | $71,457+39.7% |
| Participation rate | 85.3% | 74.4%+10.9pp | 76.0%+9.4pp | 67.9%+17.4pp |
| Annual return | 20.52% | 22.81%-2.3pp | 25.84%-5.3pp | 28.85%-8.3pp |
| Employer contribution / active EE | $1,535 | $2,244-31.6% | $2,965-48.2% | $2,588-40.7% |
| Participant deferral / active EE | $4,956 | $4,215+17.6% | $4,851+2.2% | $4,289+15.6% |
| Admin fee / account holder | $45 | $2,707-98.3% | $8,252-99.5% | $1,587-97.1% |