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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,937 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,321 |
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 | $103,740 | $86,655+19.7% | $119,609-13.3% | $66,914+55.0% |
| Participation rate | 99.2% | 75.6%+23.6pp | 79.3%+19.9pp | 69.8%+29.4pp |
| Annual return | -15.66% | -8.00%-7.7pp | -14.97%-0.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,332 | $2,536-47.5% | $4,232-68.5% | $2,544-47.7% |
| Participant deferral / active EE | $5,189 | $4,358+19.1% | $5,602-7.4% | $4,237+22.5% |
| Admin fee / account holder | $112 | $755-85.2% | $10,323-98.9% | $593-81.1% |