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) | $17,093 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $368,299 | $121,341+203.5% | $189,513+94.3% | $79,386+363.9% |
| Participation rate | 96.7% | 86.1%+10.6pp | 87.8%+8.9pp | 70.7%+26.0pp |
| Annual return | 20.30% | 21.08%-0.8pp | 555.15%-534.9pp | 116.85%-96.6pp |
| Employer contribution / active EE | $5,990 | $3,915+53.0% | $6,162-2.8% | $2,427+146.7% |
| Participant deferral / active EE | $15,929 | $6,395+149.1% | $8,221+93.8% | $4,046+293.7% |
| Admin fee / account holder | $72 | $651-89.0% | $12,045-99.4% | $626-88.5% |