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) | $22,270 |
FINANCIAL ADVOCATES4 years Service code 17 · EIN 27-0435466 | Pension Consulting | $12,189 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,915 |
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 | $129,361 | $79,519+62.7% | $95,952+34.8% | $73,409+76.2% |
| Participation rate | 87.6% | 81.2%+6.4pp | 77.1%+10.5pp | 72.2%+15.4pp |
| Annual return | 24.35% | 19.20%+5.2pp | 91.61%-67.3pp | 59.29%-34.9pp |
| Employer contribution / active EE | $6,623 | $2,048+223.4% | $2,541+160.7% | $2,234+196.5% |
| Participant deferral / active EE | $17,581 | $4,138+324.8% | $4,167+321.9% | $3,805+362.0% |
| Admin fee / account holder | $6 | $184-96.7% | $6,795-99.9% | $158-96.1% |