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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,097 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,069 |
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 | $56,529 | $91,372-38.1% | $129,995-56.5% | $74,419-24.0% |
| Participation rate | 95.9% | 77.8%+18.1pp | 78.5%+17.4pp | 70.7%+25.2pp |
| Annual return | 17.44% | 23.21%-5.8pp | -137.18%+154.6pp | 34.38%-16.9pp |
| Employer contribution / active EE | $3,459 | $2,563+34.9% | $4,320-19.9% | $2,637+31.2% |
| Participant deferral / active EE | $4,506 | $4,721-4.5% | $5,820-22.6% | $4,528-0.5% |
| Admin fee / account holder | $2 | $283-99.4% | $10,614-100.0% | $348-99.5% |