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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $103,551 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,831 |
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 | $197,859 | $115,744+70.9% | $100,391+97.1% | $199,593-0.9% |
| Participation rate | 95.8% | 85.7%+10.1pp | 81.5%+14.3pp | 72.0%+23.8pp |
| Annual return | 17.41% | 17.79%-0.4pp | 49.20%-31.8pp | 34.25%-16.8pp |
| Employer contribution / active EE | $8,593 | $3,657+135.0% | $3,942+118.0% | $3,034+183.2% |
| Participant deferral / active EE | $15,285 | $9,844+55.3% | $8,082+89.1% | $5,087+200.5% |
| Admin fee / account holder | $25 | $93-72.8% | $7,899-99.7% | $269-90.6% |