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) | $6,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,968 |
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 | $96,580 | $82,202+17.5% | $125,339-22.9% | $64,808+49.0% |
| Participation rate | 76.6% | 77.9%-1.3pp | 82.4%-5.8pp | 71.5%+5.1pp |
| Annual return | -18.13% | 3.48%-21.6pp | 572.05%-590.2pp | 32.82%-50.9pp |
| Employer contribution / active EE | $3,714 | $3,615+2.7% | $4,814-22.8% | $2,506+48.2% |
| Participant deferral / active EE | $9,027 | $7,175+25.8% | $7,446+21.2% | $4,310+109.4% |
| Admin fee / account holder | $18 | $163-89.2% | $10,010-99.8% | $188-90.6% |