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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,189 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,700 |
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 | $99,442 | $58,290+70.6% | $98,442+1.0% | $86,799+14.6% |
| Participation rate | 75.4% | 68.3%+7.0pp | 73.3%+2.0pp | 72.3%+3.1pp |
| Annual return | 16.33% | 43.48%-27.2pp | 1492.73%-1476.4pp | 97.91%-81.6pp |
| Employer contribution / active EE | $936 | $2,008-53.4% | $2,960-68.4% | $2,405-61.1% |
| Participant deferral / active EE | $3,755 | $3,152+19.1% | $4,276-12.2% | $4,131-9.1% |
| Admin fee / account holder | $41 | $138-70.2% | $5,949-99.3% | $170-75.8% |