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) | $31,374 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,365 | $84,784+13.7% | $98,439-2.1% | $74,419+29.5% |
| Participation rate | 53.2% | 81.5%-28.3pp | 75.2%-22.0pp | 70.7%-17.5pp |
| Annual return | 15.74% | 20.59%-4.9pp | 21.16%-5.4pp | 34.38%-18.6pp |
| Employer contribution / active EE | $0 | $3,364-100.0% | $3,048-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,017 | $5,218-42.2% | $4,738-36.3% | $4,528-33.4% |
| Admin fee / account holder | $116 | $204-43.4% | $8,948-98.7% | $348-66.7% |