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 7-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) | $12,579 |
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 | $64,715 | $86,655-25.3% | $119,609-45.9% | $66,914-3.3% |
| Participation rate | 97.7% | 75.6%+22.1pp | 79.3%+18.4pp | 69.8%+27.9pp |
| Annual return | -16.02% | -8.00%-8.0pp | -14.97%-1.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $6,836 | $2,536+169.6% | $4,232+61.5% | $2,544+168.7% |
| Participant deferral / active EE | $16,042 | $4,358+268.1% | $5,602+186.4% | $4,237+278.6% |
| Admin fee / account holder | $37 | $755-95.1% | $10,323-99.6% | $593-93.8% |