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) | $16,342 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,685 |
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 | $96,044 | $46,292+107.5% | $143,757-33.2% | $64,808+48.2% |
| Participation rate | 74.4% | 64.2%+10.2pp | 80.3%-5.9pp | 71.5%+3.0pp |
| Annual return | -16.87% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,059 | $1,910+7.8% | $4,951-58.4% | $2,506-17.8% |
| Participant deferral / active EE | $7,497 | $2,646+183.4% | $5,637+33.0% | $4,310+73.9% |
| Admin fee / account holder | -$23 | $154-114.9% | $14,673-100.2% | $188-112.2% |