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 4-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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,126 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,363 | $36,939+20.1% | $80,716-45.0% | $93,030-52.3% |
| Participation rate | 30.0% | 32.6%-2.5pp | 54.2%-24.1pp | 73.9%-43.9pp |
| Annual return | 15.24% | 17.55%-2.3pp | 87.28%-72.0pp | 158.70%-143.5pp |
| Employer contribution / active EE | $0 | $455-100.0% | $1,160-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $1,001 | $1,044-4.1% | $2,146-53.3% | $4,562-78.1% |
| Admin fee / account holder | $22 | $162-86.2% | $3,380-99.3% | $152-85.3% |