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) | $7,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | $569 |
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 | $155,481 | $106,028+46.6% | $146,958+5.8% | $77,643+100.3% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 19.32% | 56.73%-37.4pp | 418.34%-399.0pp | 31.24%-11.9pp |
| Employer contribution / active EE | $8,503 | $4,063+109.3% | $4,933+72.4% | $2,726+212.0% |
| Participant deferral / active EE | $14,955 | $7,990+87.2% | $8,070+85.3% | $4,647+221.8% |
| Admin fee / account holder | $23 | $337-93.3% | $12,998-99.8% | $430-94.8% |