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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,392 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,466 |
Annual investment return 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 | $139,522 | $65,061+114.4% | $143,757-2.9% | $66,914+108.5% |
| Participation rate | 85.6% | 65.2%+20.4pp | 80.3%+5.3pp | 69.8%+15.8pp |
| Annual return | -18.19% | -11.14%-7.1pp | -0.04%-18.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $7,505 | $2,361+217.9% | $4,951+51.6% | $2,544+195.0% |
| Participant deferral / active EE | $4,901 | $2,919+67.9% | $5,637-13.0% | $4,237+15.7% |
| Admin fee / account holder | -$0 | $502-100.1% | $14,673-100.0% | $593-100.0% |