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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,295 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,583 |
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 | $121,102 | $101,317+19.5% | $146,958-17.6% | $74,495+62.6% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.7pp | 67.2%+28.7pp |
| Annual return | 16.35% | 8730.91%-8714.6pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $6,167 | $3,810+61.9% | $4,933+25.0% | $2,623+135.1% |
| Participant deferral / active EE | $15,879 | $7,303+117.4% | $8,070+96.8% | $4,346+265.4% |
| Admin fee / account holder | $77 | $1,739-95.6% | $12,998-99.4% | $1,942-96.0% |