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 | $122,293+13.6% | $156,181-11.1% | $103,975+33.6% |
| Participation rate | 67.0% | 78.8%-11.8pp | 78.8%-11.8pp | 72.5%-5.5pp |
| Annual return | 17.01% | 21.63%-4.6pp | 64.87%-47.9pp | 19.41%-2.4pp |
| Employer contribution / active EE | $3,166 | $4,569-30.7% | $4,294-26.3% | $3,722-14.9% |
| Participant deferral / active EE | $7,305 | $5,548+31.7% | $6,132+19.1% | $5,343+36.7% |
| Admin fee / account holder | $61 | $125-50.9% | $14,586-99.6% | $332-81.5% |