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) | $20,923 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,306 |
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 | $74,927 | $52,208+43.5% | $86,612-13.5% | $74,419+0.7% |
| Participation rate | 82.4% | 66.3%+16.1pp | 71.7%+10.7pp | 70.7%+11.7pp |
| Annual return | 118.87% | 44.46%+74.4pp | 591.07%-472.2pp | 34.38%+84.5pp |
| Employer contribution / active EE | $2,820 | $2,282+23.6% | $3,022-6.7% | $2,637+6.9% |
| Participant deferral / active EE | $4,879 | $3,383+44.2% | $4,438+10.0% | $4,528+7.8% |
| Admin fee / account holder | $35 | $319-89.1% | $5,614-99.4% | $348-90.0% |