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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,569 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,300 | $81,908-17.8% | $90,749-25.8% | $64,808+3.8% |
| Participation rate | 48.4% | 80.5%-32.0pp | 75.7%-27.3pp | 71.5%-23.0pp |
| Annual return | -15.98% | -12.53%-3.4pp | -12.16%-3.8pp | 32.82%-48.8pp |
| Employer contribution / active EE | $348 | $3,065-88.6% | $2,921-88.1% | $2,506-86.1% |
| Participant deferral / active EE | $2,442 | $4,840-49.5% | $4,564-46.5% | $4,310-43.3% |
| Admin fee / account holder | $53 | $157-66.1% | $8,445-99.4% | $188-71.6% |