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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,867 | $54,121+5.1% | $134,143-57.6% | $73,409-22.5% |
| Participation rate | 53.8% | 64.4%-10.6pp | 72.2%-18.4pp | 72.2%-18.4pp |
| Annual return | 20.80% | -312.52%+333.3pp | 36.33%-15.5pp | 59.29%-38.5pp |
| Employer contribution / active EE | $703 | $1,402-49.8% | $3,704-81.0% | $2,234-68.5% |
| Participant deferral / active EE | $2,141 | $2,844-24.7% | $3,499-38.8% | $3,805-43.7% |
| Admin fee / account holder | $33 | $132-75.2% | $6,684-99.5% | $158-79.2% |