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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $358,870 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$50,022 |
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 | $103,110 | $74,462+38.5% | $81,983+25.8% | $90,288+14.2% |
| Participation rate | 78.6% | 69.7%+9.0pp | 69.2%+9.4pp | 73.4%+5.3pp |
| Annual return | 17.68% | 17.56%+0.1pp | 41.31%-23.6pp | 53.97%-36.3pp |
| Employer contribution / active EE | $2,770 | $2,334+18.7% | $2,498+10.9% | $2,524+9.8% |
| Participant deferral / active EE | $7,193 | $3,602+99.7% | $3,722+93.3% | $4,232+70.0% |
| Admin fee / account holder | $65 | $98-33.5% | $5,664-98.9% | $114-42.9% |