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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $236,807 |
Service code 37 · EIN 04-2647786 | Loan Processing | $111,578 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $23,770 |
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 | $162,692 | $95,388+70.6% | $125,339+29.8% | $77,904+108.8% |
| Participation rate | 94.2% | 78.6%+15.6pp | 82.4%+11.9pp | 73.7%+20.6pp |
| Annual return | -19.30% | 116.19%-135.5pp | 572.05%-591.4pp | 12.21%-31.5pp |
| Employer contribution / active EE | $2,995 | $3,666-18.3% | $4,814-37.8% | $2,848+5.2% |
| Participant deferral / active EE | $11,047 | $7,711+43.3% | $7,446+48.4% | $4,806+129.9% |
| Admin fee / account holder | $143 | $119+20.1% | $10,010-98.6% | $133+7.7% |