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 3-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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,095 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,731 |
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 | $62,623 | $84,784-26.1% | $98,439-36.4% | $74,419-15.9% |
| Participation rate | 91.9% | 81.5%+10.4pp | 75.2%+16.7pp | 70.7%+21.2pp |
| Annual return | 27.89% | 20.59%+7.3pp | 21.16%+6.7pp | 34.38%-6.5pp |
| Employer contribution / active EE | $1,828 | $3,364-45.7% | $3,048-40.0% | $2,637-30.7% |
| Participant deferral / active EE | $5,508 | $5,218+5.6% | $4,738+16.3% | $4,528+21.6% |
| Admin fee / account holder | $39 | $204-80.8% | $8,948-99.6% | $348-88.7% |