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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,461 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,813 |
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 | $58,452 | $76,050-23.1% | $96,544-39.5% | $71,457-18.2% |
| Participation rate | 87.3% | 74.4%+12.9pp | 76.0%+11.3pp | 67.9%+19.4pp |
| Annual return | 14.20% | 22.81%-8.6pp | 25.84%-11.6pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,305 | $2,244-41.8% | $2,965-56.0% | $2,588-49.6% |
| Participant deferral / active EE | $2,418 | $4,215-42.6% | $4,851-50.2% | $4,289-43.6% |
| Admin fee / account holder | $63 | $2,707-97.7% | $8,252-99.2% | $1,587-96.0% |