Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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) | $6,451 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,081 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,563 | $146,267+88.4% | $197,124+39.8% | $82,448+234.2% |
| Participation rate | 97.7% | 84.0%+13.7pp | 86.7%+11.0pp | 68.1%+29.7pp |
| Annual return | 13.18% | 29.61%-16.4pp | 44.34%-31.2pp | 41.64%-28.5pp |
| Employer contribution / active EE | $8,444 | $4,723+78.8% | $6,227+35.6% | $2,551+231.0% |
| Participant deferral / active EE | $15,936 | $7,035+126.5% | $9,135+74.5% | $4,139+285.0% |
| Admin fee / account holder | $304 | $14,422-97.9% | $16,298-98.1% | $7,234-95.8% |