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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,018 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18 |
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 | $124,596 | $72,254+72.4% | $86,677+43.7% | $64,808+92.3% |
| Participation rate | 97.8% | 80.4%+17.4pp | 76.6%+21.2pp | 71.5%+26.3pp |
| Annual return | 10.17% | 392.42%-382.3pp | 35.91%-25.7pp | 32.82%-22.6pp |
| Employer contribution / active EE | $5,167 | $2,393+115.9% | $2,836+82.2% | $2,506+106.2% |
| Participant deferral / active EE | $11,844 | $4,658+154.3% | $4,656+154.4% | $4,310+174.8% |
| Admin fee / account holder | $26 | $174-85.0% | $7,493-99.7% | $188-86.1% |