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 3-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) | $6,296 |
Service code 37 · EIN 04-2647786 | Loan Processing | $164 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,602 | $106,110-29.7% | $147,005-49.3% | $77,671-4.0% |
| Participation rate | 83.3% | 78.4%+4.9pp | 82.2%+1.1pp | 70.6%+12.7pp |
| Annual return | 44.37% | 56.77%-12.4pp | 418.76%-374.4pp | 31.21%+13.2pp |
| Employer contribution / active EE | $9 | $4,065-99.8% | $4,934-99.8% | $2,726-99.7% |
| Participant deferral / active EE | $14,480 | $7,992+81.2% | $8,070+79.4% | $4,648+211.5% |
| Admin fee / account holder | $18 | $338-94.7% | $13,006-99.9% | $430-95.8% |