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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $119,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $98,790 |
Annual investment return 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 | $120,817 | $140,190-13.8% | $115,756+4.4% | $77,904+55.1% |
| Participation rate | 87.5% | 81.0%+6.5pp | 77.1%+10.4pp | 73.7%+13.8pp |
| Annual return | -17.72% | -13.46%-4.3pp | 143.14%-160.9pp | 12.21%-29.9pp |
| Employer contribution / active EE | $7,513 | $3,169+137.1% | $3,793+98.1% | $2,848+163.8% |
| Participant deferral / active EE | $11,357 | $5,401+110.3% | $6,254+81.6% | $4,806+136.3% |
| Admin fee / account holder | $114 | $138-17.4% | $8,124-98.6% | $133-13.7% |