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 9-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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,113 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,927 |
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 | $59,678 | $79,171-24.6% | $102,423-41.7% | $74,495-19.9% |
| Participation rate | 92.6% | 74.8%+17.8pp | 76.5%+16.1pp | 67.2%+25.4pp |
| Annual return | 16.10% | 54.93%-38.8pp | 29.32%-13.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $4,814 | $2,362+103.8% | $3,023+59.2% | $2,623+83.5% |
| Participant deferral / active EE | $8,355 | $4,415+89.2% | $5,053+65.4% | $4,346+92.3% |
| Admin fee / account holder | $86 | $2,001-95.7% | $9,451-99.1% | $1,942-95.6% |