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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $127,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $115,838 |
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 | $70,018 | $81,357-13.9% | $75,972-7.8% | $199,593-64.9% |
| Participation rate | 49.5% | 69.9%-20.4pp | 69.1%-19.5pp | 72.0%-22.5pp |
| Annual return | 14.22% | 16.32%-2.1pp | 359.55%-345.3pp | 34.25%-20.0pp |
| Employer contribution / active EE | $1,315 | $3,341-60.6% | $2,685-51.0% | $3,034-56.7% |
| Participant deferral / active EE | $3,598 | $4,710-23.6% | $4,255-15.5% | $5,087-29.3% |
| Admin fee / account holder | $106 | $144-26.8% | $6,467-98.4% | $269-60.7% |