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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $124,582 |
Service code 37 · EIN 04-2647786 | Loan Processing | $99,453 |
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 | $148,433 | $136,853+8.5% | $130,231+14.0% | $80,160+85.2% |
| Participation rate | 90.0% | 81.6%+8.4pp | 76.3%+13.8pp | 72.9%+17.1pp |
| Annual return | 18.87% | 22.66%-3.8pp | 38.77%-19.9pp | 40.38%-21.5pp |
| Employer contribution / active EE | $9,573 | $3,395+182.0% | $4,126+132.0% | $2,978+221.5% |
| Participant deferral / active EE | $12,863 | $5,856+119.7% | $6,799+89.2% | $5,017+156.4% |
| Admin fee / account holder | $123 | $184-33.2% | $6,020-98.0% | $145-15.2% |