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) | $24,309 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,592 |
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 | $100,911 | $100,227+0.7% | $169,993-40.6% | $74,419+35.6% |
| Participation rate | 97.8% | 87.3%+10.5pp | 87.0%+10.8pp | 70.7%+27.1pp |
| Annual return | 20.59% | 66.08%-45.5pp | 53.37%-32.8pp | 34.38%-13.8pp |
| Employer contribution / active EE | $4,913 | $4,263+15.2% | $6,785-27.6% | $2,637+86.3% |
| Participant deferral / active EE | $6,175 | $7,143-13.6% | $10,408-40.7% | $4,528+36.4% |
| Admin fee / account holder | $14 | $234-93.9% | $12,815-99.9% | $348-95.9% |