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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25,782 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,644 |
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 | $198,473 | $78,485+152.9% | $106,213+86.9% | $74,495+166.4% |
| Participation rate | 91.0% | 72.8%+18.2pp | 75.3%+15.8pp | 67.2%+23.8pp |
| Annual return | 17.72% | 15.95%+1.8pp | 116.14%-98.4pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $2,478 | $2,523-1.8% | $3,171-21.9% | $2,623-5.5% |
| Participant deferral / active EE | $8,243 | $4,322+90.7% | $5,016+64.3% | $4,346+89.7% |
| Admin fee / account holder | $227 | $2,232-89.8% | $11,033-97.9% | $1,942-88.3% |