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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,314 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,016 |
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 | $80,038 | $111,491-28.2% | $189,513-57.8% | $86,799-7.8% |
| Participation rate | 95.5% | 87.3%+8.2pp | 87.8%+7.7pp | 72.3%+23.3pp |
| Annual return | 17.52% | 83.50%-66.0pp | 555.15%-537.6pp | 97.91%-80.4pp |
| Employer contribution / active EE | $2,829 | $3,951-28.4% | $6,162-54.1% | $2,405+17.6% |
| Participant deferral / active EE | $6,008 | $6,437-6.7% | $8,221-26.9% | $4,131+45.4% |
| Admin fee / account holder | $54 | $189-71.5% | $12,045-99.6% | $170-68.3% |