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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,218 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,246 |
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 | $82,689 | $53,199+55.4% | $155,567-46.8% | $199,768-58.6% |
| Participation rate | 96.7% | 64.1%+32.6pp | 78.2%+18.5pp | 72.0%+24.7pp |
| Annual return | 23.39% | 41.17%-17.8pp | 64.74%-41.3pp | 34.26%-10.9pp |
| Employer contribution / active EE | $3,856 | $1,852+108.2% | $4,674-17.5% | $3,037+27.0% |
| Participant deferral / active EE | $15,086 | $3,163+377.0% | $5,628+168.1% | $5,090+196.4% |
| Admin fee / account holder | $28 | $186-84.6% | $15,916-99.8% | $269-89.4% |