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 7-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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $92,297 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $24,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,979 |
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 | $138,874 | $111,072+25.0% | $156,263-11.1% | $102,872+35.0% |
| Participation rate | 67.0% | 80.1%-13.1pp | 78.9%-11.9pp | 73.0%-6.0pp |
| Annual return | 17.01% | 16.98%0pp | 59.47%-42.5pp | 19.06%-2.0pp |
| Employer contribution / active EE | $3,166 | $4,017-21.2% | $4,333-26.9% | $3,526-10.2% |
| Participant deferral / active EE | $7,305 | $5,455+33.9% | $6,158+18.6% | $5,535+32.0% |
| Admin fee / account holder | $61 | $120-49.0% | $14,255-99.6% | $292-79.0% |