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) | $15,855 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,653 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,618 | $46,292-14.4% | $143,757-72.4% | $64,808-38.9% |
| Participation rate | 93.8% | 64.2%+29.6pp | 80.3%+13.5pp | 71.5%+22.3pp |
| Annual return | -17.36% | -10.05%-7.3pp | -0.04%-17.3pp | 32.82%-50.2pp |
| Employer contribution / active EE | $2,433 | $1,910+27.4% | $4,951-50.9% | $2,506-2.9% |
| Participant deferral / active EE | $4,609 | $2,646+74.2% | $5,637-18.2% | $4,310+6.9% |
| Admin fee / account holder | $30 | $154-80.7% | $14,673-99.8% | $188-84.2% |