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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,363 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$114,864 |
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 | $171,066 | $84,993+101.3% | $129,995+31.6% | $80,160+113.4% |
| Participation rate | 85.8% | 79.5%+6.3pp | 78.5%+7.3pp | 72.9%+12.9pp |
| Annual return | 24.15% | 23.76%+0.4pp | -137.18%+161.3pp | 40.38%-16.2pp |
| Employer contribution / active EE | $7,044 | $3,051+130.9% | $4,320+63.1% | $2,978+136.6% |
| Participant deferral / active EE | $9,528 | $4,984+91.2% | $5,820+63.7% | $5,017+89.9% |
| Admin fee / account holder | -$52 | $391-113.2% | $10,614-100.5% | $145-135.6% |