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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,784 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,379 |
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 | $135,162 | $126,111+7.2% | $142,449-5.1% | $80,160+68.6% |
| Participation rate | 99.7% | 87.5%+12.2pp | 76.8%+22.9pp | 72.9%+26.8pp |
| Annual return | 18.27% | 23.39%-5.1pp | 19.99%-1.7pp | 40.38%-22.1pp |
| Employer contribution / active EE | $5,852 | $6,430-9.0% | $4,847+20.7% | $2,978+96.5% |
| Participant deferral / active EE | $8,462 | $7,822+8.2% | $6,283+34.7% | $5,017+68.6% |
| Admin fee / account holder | $54 | $92-41.6% | $10,011-99.5% | $145-62.8% |