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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,902 |
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 | $142,966 | $99,078+44.3% | $96,544+48.1% | $74,419+92.1% |
| Participation rate | 99.8% | 80.7%+19.2pp | 76.0%+23.9pp | 70.7%+29.1pp |
| Annual return | 24.91% | 22.48%+2.4pp | 25.84%-0.9pp | 34.38%-9.5pp |
| Employer contribution / active EE | $16,602 | $2,570+545.9% | $2,965+460.0% | $2,637+529.5% |
| Participant deferral / active EE | $26,908 | $4,933+445.5% | $4,851+454.7% | $4,528+494.3% |
| Admin fee / account holder | $21 | $225-90.7% | $8,252-99.7% | $348-94.0% |