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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,503 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,553 |
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 | $116,756 | $58,320+100.2% | $86,436+35.1% | $66,914+74.5% |
| Participation rate | 91.6% | 78.6%+13.0pp | 80.3%+11.3pp | 69.8%+21.8pp |
| Annual return | -13.15% | -9.71%-3.4pp | 4394.89%-4408.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,646 | $2,615-37.1% | $3,769-56.3% | $2,544-35.3% |
| Participant deferral / active EE | $8,085 | $6,899+17.2% | $6,952+16.3% | $4,237+90.8% |
| Admin fee / account holder | $21 | $546-96.1% | $6,731-99.7% | $593-96.5% |