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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $56,977 | $95,274-40.2% | $135,903-58.1% | $74,419-23.4% |
| Participation rate | 31.2% | 78.2%-47.0pp | 81.9%-50.7pp | 70.7%-39.6pp |
| Annual return | 21.72% | 32.77%-11.1pp | 68.23%-46.5pp | 34.38%-12.7pp |
| Employer contribution / active EE | $58 | $3,874-98.5% | $4,856-98.8% | $2,637-97.8% |
| Participant deferral / active EE | $5,959 | $7,782-23.4% | $7,758-23.2% | $4,528+31.6% |
| Admin fee / account holder | $22 | $266-91.6% | $10,762-99.8% | $348-93.6% |