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 8-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) | $11,109 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,850 |
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 | $99,466 | $91,407+8.8% | $135,903-26.8% | $71,457+39.2% |
| Participation rate | 93.1% | 75.7%+17.4pp | 81.9%+11.2pp | 67.9%+25.1pp |
| Annual return | 21.66% | 29.90%-8.2pp | 68.23%-46.6pp | 28.85%-7.2pp |
| Employer contribution / active EE | $4,820 | $3,703+30.1% | $4,856-0.8% | $2,588+86.3% |
| Participant deferral / active EE | $11,918 | $7,092+68.0% | $7,758+53.6% | $4,289+177.9% |
| Admin fee / account holder | $50 | $1,266-96.0% | $10,762-99.5% | $1,587-96.8% |