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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,419 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $200,885 | $56,638+254.7% | $169,368+18.6% | $74,419+169.9% |
| Participation rate | 90.6% | 67.5%+23.1pp | 77.1%+13.5pp | 70.7%+19.9pp |
| Annual return | 20.99% | 24.75%-3.8pp | 405.60%-384.6pp | 34.38%-13.4pp |
| Employer contribution / active EE | $4,877 | $2,027+140.6% | $4,013+21.5% | $2,637+84.9% |
| Participant deferral / active EE | $13,043 | $4,223+208.9% | $6,221+109.6% | $4,528+188.0% |
| Admin fee / account holder | -$47 | $307-115.3% | $9,003-100.5% | $348-113.5% |