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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,416 |
Service code 37 · EIN 04-2647786 | Loan Processing | $813 |
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 | $251,769 | $93,182+170.2% | $146,665+71.7% | $79,386+217.1% |
| Participation rate | 94.7% | 76.4%+18.3pp | 80.1%+14.6pp | 70.7%+24.0pp |
| Annual return | 16.08% | 21.61%-5.5pp | 22.74%-6.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $1,129 | $2,420-53.3% | $4,136-72.7% | $2,427-53.5% |
| Participant deferral / active EE | $6,925 | $4,169+66.1% | $5,506+25.8% | $4,046+71.2% |
| Admin fee / account holder | $59 | $585-89.9% | $10,280-99.4% | $626-90.6% |