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) | $6,523 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,044 |
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 | $67,596 | $65,435+3.3% | $86,677-22.0% | $66,914+1.0% |
| Participation rate | 90.1% | 75.5%+14.6pp | 76.6%+13.5pp | 69.8%+20.3pp |
| Annual return | -15.79% | -10.89%-4.9pp | 35.91%-51.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,139 | $2,153-47.1% | $2,836-59.9% | $2,544-55.2% |
| Participant deferral / active EE | $2,514 | $4,100-38.7% | $4,656-46.0% | $4,237-40.7% |
| Admin fee / account holder | $49 | $642-92.4% | $7,493-99.4% | $593-91.8% |