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 4-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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $129,832 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $35,040 |
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 | $77,699 | $110,299-29.6% | $102,423-24.1% | $199,593-61.1% |
| Participation rate | 88.9% | 86.3%+2.6pp | 76.5%+12.4pp | 72.0%+16.9pp |
| Annual return | 14.48% | 35.73%-21.3pp | 29.32%-14.8pp | 34.25%-19.8pp |
| Employer contribution / active EE | $3,429 | $3,603-4.8% | $3,023+13.4% | $3,034+13.0% |
| Participant deferral / active EE | $6,377 | $6,3760% | $5,053+26.2% | $5,087+25.4% |
| Admin fee / account holder | $65 | $122-46.7% | $9,451-99.3% | $269-75.8% |