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 9-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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $207,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$123,235 |
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 | $131,916 | $122,186+8.0% | $146,958-10.2% | $199,593-33.9% |
| Participation rate | 97.1% | 78.3%+18.8pp | 82.2%+15.0pp | 72.0%+25.2pp |
| Annual return | 21.31% | 30.56%-9.3pp | 418.34%-397.0pp | 34.25%-12.9pp |
| Employer contribution / active EE | $8,606 | $4,093+110.3% | $4,933+74.5% | $3,034+183.6% |
| Participant deferral / active EE | $23,427 | $8,502+175.5% | $8,070+190.3% | $5,087+360.5% |
| Admin fee / account holder | $14 | $179-92.2% | $12,998-99.9% | $269-94.8% |