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) | $14,607 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,825 | $71,142+27.7% | $119,609-24.1% | $64,808+40.1% |
| Participation rate | 65.2% | 78.6%-13.4pp | 79.3%-14.1pp | 71.5%-6.3pp |
| Annual return | -15.04% | -10.01%-5.0pp | -14.97%-0.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,311 | $2,497-47.5% | $4,232-69.0% | $2,506-47.7% |
| Participant deferral / active EE | $3,245 | $4,490-27.7% | $5,602-42.1% | $4,310-24.7% |
| Admin fee / account holder | $66 | $162-59.1% | $10,323-99.4% | $188-64.7% |