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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,123 |
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 | $183,663 | $126,111+45.6% | $142,449+28.9% | $80,160+129.1% |
| Participation rate | 98.8% | 87.5%+11.3pp | 76.8%+22.0pp | 72.9%+25.9pp |
| Annual return | 21.69% | 23.39%-1.7pp | 19.99%+1.7pp | 40.38%-18.7pp |
| Employer contribution / active EE | $11,896 | $6,430+85.0% | $4,847+145.4% | $2,978+299.5% |
| Participant deferral / active EE | $13,414 | $7,822+71.5% | $6,283+113.5% | $5,017+167.4% |
| Admin fee / account holder | $13 | $92-85.6% | $10,011-99.9% | $145-90.8% |