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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,018,569 |
Service code 37 · EIN 04-2647786 | Loan Processing | $503,727 |
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 | $65,542 | $73,283-10.6% | $155,509-57.9% | $106,382-38.4% |
| Participation rate | 97.8% | 73.3%+24.5pp | 78.2%+19.6pp | 69.9%+27.9pp |
| Annual return | 15.72% | 15.77%0pp | 64.67%-48.9pp | 17.37%-1.7pp |
| Employer contribution / active EE | $1,588 | $2,247-29.3% | $4,672-66.0% | $3,364-52.8% |
| Participant deferral / active EE | $7,877 | $4,580+72.0% | $5,626+40.0% | $5,569+41.5% |
| Admin fee / account holder | $33 | $56-40.9% | $15,912-99.8% | $79-58.2% |