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 6-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) | $44,013 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,034 |
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 | $115,521 | $108,592+6.4% | $129,110-10.5% | $77,904+48.3% |
| Participation rate | 99.9% | 84.8%+15.1pp | 77.3%+22.7pp | 73.7%+26.2pp |
| Annual return | -14.96% | -13.72%-1.2pp | -10.94%-4.0pp | 12.21%-27.2pp |
| Employer contribution / active EE | $5,508 | $5,713-3.6% | $5,052+9.0% | $2,848+93.4% |
| Participant deferral / active EE | $8,151 | $7,051+15.6% | $6,542+24.6% | $4,806+69.6% |
| Admin fee / account holder | $47 | $91-49.0% | $14,302-99.7% | $133-64.8% |