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) | $12,585 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,418 |
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 | $197,292 | $93,182+111.7% | $146,665+34.5% | $79,386+148.5% |
| Participation rate | 81.5% | 76.4%+5.1pp | 80.1%+1.5pp | 70.7%+10.8pp |
| Annual return | 15.36% | 21.61%-6.2pp | 22.74%-7.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $3,372 | $2,420+39.4% | $4,136-18.5% | $2,427+38.9% |
| Participant deferral / active EE | $14,303 | $4,169+243.1% | $5,506+159.8% | $4,046+253.5% |
| Admin fee / account holder | $85 | $585-85.5% | $10,280-99.2% | $626-86.5% |