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) | $7,196 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,120 |
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 | $69,399 | $106,028-34.5% | $146,958-52.8% | $77,643-10.6% |
| Participation rate | 30.5% | 78.4%-47.9pp | 82.2%-51.7pp | 70.6%-40.1pp |
| Annual return | 16.83% | 56.73%-39.9pp | 418.34%-401.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $23 | $4,063-99.4% | $4,933-99.5% | $2,726-99.2% |
| Participant deferral / active EE | $4,773 | $7,990-40.3% | $8,070-40.9% | $4,647+2.7% |
| Admin fee / account holder | $26 | $337-92.2% | $12,998-99.8% | $430-93.9% |