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 Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,084 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,693 |
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 | $130,327 | $109,881+18.6% | $150,045-13.1% | $84,808+53.7% |
| Participation rate | 80.9% | 76.1%+4.8pp | 82.3%-1.5pp | 68.3%+12.5pp |
| Annual return | 16.16% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,626 | $6,636+14.9% | $7,997-4.6% | $4,212+81.1% |
| Admin fee / account holder | $66 | $8,568-99.2% | $13,435-99.5% | $7,344-99.1% |