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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,380 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,400 |
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 | $170,155 | $61,272+177.7% | $149,673+13.7% | $71,457+138.1% |
| Participation rate | 79.0% | 62.5%+16.5pp | 78.8%+0.2pp | 67.9%+11.0pp |
| Annual return | 19.60% | 35.85%-16.2pp | 134.42%-114.8pp | 28.85%-9.2pp |
| Employer contribution / active EE | $5,071 | $2,378+113.2% | $4,818+5.3% | $2,588+96.0% |
| Participant deferral / active EE | $4,725 | $2,917+62.0% | $5,680-16.8% | $4,289+10.2% |
| Admin fee / account holder | -$4 | $1,261-100.3% | $13,210-100.0% | $1,587-100.2% |