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) | $16,351 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,783 |
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 | $144,519 | $49,693+190.8% | $70,515+104.9% | $74,419+94.2% |
| Participation rate | 52.8% | 64.7%-11.9pp | 68.3%-15.6pp | 70.7%-17.9pp |
| Annual return | 15.61% | 21.22%-5.6pp | 32.77%-17.2pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,020 | $1,773-42.4% | $2,973-65.7% | $2,637-61.3% |
| Participant deferral / active EE | $6,537 | $3,376+93.6% | $4,567+43.1% | $4,528+44.4% |
| Admin fee / account holder | $81 | $316-74.3% | $6,412-98.7% | $348-76.7% |