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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,286 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,650 |
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 | $125,817 | $69,477+81.1% | $94,646+32.9% | $71,457+76.1% |
| Participation rate | 96.7% | 78.4%+18.3pp | 80.8%+15.9pp | 67.9%+28.8pp |
| Annual return | 17.93% | 29.66%-11.7pp | 156.71%-138.8pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,697 | $2,853-40.5% | $3,672-53.8% | $2,588-34.4% |
| Participant deferral / active EE | $8,336 | $7,345+13.5% | $7,418+12.4% | $4,289+94.4% |
| Admin fee / account holder | $23 | $1,210-98.1% | $7,231-99.7% | $1,587-98.5% |