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) | $9,117 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,125 |
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 | $151,037 | $101,317+49.1% | $146,958+2.8% | $74,495+102.7% |
| Participation rate | 89.1% | 75.5%+13.5pp | 82.2%+6.9pp | 67.2%+21.9pp |
| Annual return | 20.70% | 8730.91%-8710.2pp | 418.34%-397.6pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $5,948 | $3,810+56.1% | $4,933+20.6% | $2,623+126.8% |
| Participant deferral / active EE | $10,410 | $7,303+42.5% | $8,070+29.0% | $4,346+139.5% |
| Admin fee / account holder | $73 | $1,739-95.8% | $12,998-99.4% | $1,942-96.3% |