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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,498 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,875 |
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 | $42,412 | $52,293-18.9% | $178,490-76.2% | $73,409-42.2% |
| Participation rate | 94.0% | 65.3%+28.7pp | 81.9%+12.1pp | 72.2%+21.8pp |
| Annual return | 16.41% | 34.75%-18.3pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $2,430 | $1,735+40.0% | $5,011-51.5% | $2,234+8.8% |
| Participant deferral / active EE | $4,183 | $2,332+79.4% | $5,202-19.6% | $3,805+9.9% |
| Admin fee / account holder | $25 | $127-80.6% | $13,984-99.8% | $158-84.4% |