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 9-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) | $198,465 |
Service code 37 · EIN 04-2647786 | Loan Processing | $79,681 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $20,765 |
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 | $213,454 | $120,450+77.2% | $159,436+33.9% | $93,030+129.4% |
| Participation rate | 94.5% | 78.0%+16.5pp | 82.8%+11.7pp | 73.9%+20.6pp |
| Annual return | 16.14% | 27.11%-11.0pp | 263.57%-247.4pp | 158.70%-142.6pp |
| Employer contribution / active EE | $2,892 | $3,526-18.0% | $4,829-40.1% | $2,706+6.9% |
| Participant deferral / active EE | $10,828 | $7,283+48.7% | $7,352+47.3% | $4,562+137.3% |
| Admin fee / account holder | $119 | $137-13.2% | $10,799-98.9% | $152-21.8% |