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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,945 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,189 |
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 | $51,473 | $95,388-46.0% | $125,339-58.9% | $77,904-33.9% |
| Participation rate | 94.1% | 78.6%+15.5pp | 82.4%+11.7pp | 73.7%+20.4pp |
| Annual return | -14.25% | 116.19%-130.4pp | 572.05%-586.3pp | 12.21%-26.5pp |
| Employer contribution / active EE | $3 | $3,666-99.9% | $4,814-99.9% | $2,848-99.9% |
| Participant deferral / active EE | $17,723 | $7,711+129.8% | $7,446+138.0% | $4,806+268.8% |
| Admin fee / account holder | $18 | $119-84.8% | $10,010-99.8% | $133-86.4% |