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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,863 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,602 |
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 | $80,395 | $84,487-4.8% | $125,339-35.9% | $66,914+20.1% |
| Participation rate | 86.7% | 76.4%+10.3pp | 82.4%+4.4pp | 69.8%+16.9pp |
| Annual return | -15.76% | -8.39%-7.4pp | 572.05%-587.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,965 | $3,553+11.6% | $4,814-17.6% | $2,544+55.8% |
| Participant deferral / active EE | $13,373 | $6,781+97.2% | $7,446+79.6% | $4,237+215.6% |
| Admin fee / account holder | -$79 | $685-111.5% | $10,010-100.8% | $593-113.3% |