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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,426 |
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 | $42,570 | $30,147+41.2% | $58,482-27.2% | $80,160-46.9% |
| Participation rate | 25.6% | 34.4%-8.8pp | 50.9%-25.2pp | 72.9%-47.3pp |
| Annual return | 20.85% | 21.97%-1.1pp | 4239.32%-4218.5pp | 40.38%-19.5pp |
| Employer contribution / active EE | $430 | $528-18.6% | $1,053-59.2% | $2,978-85.6% |
| Participant deferral / active EE | $1,072 | $1,249-14.2% | $1,924-44.3% | $5,017-78.6% |
| Admin fee / account holder | $11 | $195-94.1% | $2,516-99.5% | $145-92.1% |