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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,274 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,361 |
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 | $198,026 | $99,078+99.9% | $96,544+105.1% | $74,419+166.1% |
| Participation rate | 93.7% | 80.7%+13.1pp | 76.0%+17.8pp | 70.7%+23.0pp |
| Annual return | 22.65% | 22.48%+0.2pp | 25.84%-3.2pp | 34.38%-11.7pp |
| Employer contribution / active EE | $5,641 | $2,570+119.5% | $2,965+90.2% | $2,637+113.9% |
| Participant deferral / active EE | $19,261 | $4,933+290.4% | $4,851+297.1% | $4,528+325.4% |
| Admin fee / account holder | $39 | $225-82.6% | $8,252-99.5% | $348-88.7% |