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) | $39,469 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,127 |
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 | $135,434 | $84,784+59.7% | $98,439+37.6% | $74,419+82.0% |
| Participation rate | 98.4% | 81.5%+16.9pp | 75.2%+23.3pp | 70.7%+27.7pp |
| Annual return | 18.60% | 20.59%-2.0pp | 21.16%-2.6pp | 34.38%-15.8pp |
| Employer contribution / active EE | $5,638 | $3,364+67.6% | $3,048+85.0% | $2,637+113.8% |
| Participant deferral / active EE | $8,103 | $5,218+55.3% | $4,738+71.0% | $4,528+79.0% |
| Admin fee / account holder | $69 | $204-66.0% | $8,948-99.2% | $348-80.0% |