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 Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,703 |
FID INV INST OPS CO7 years Service code 37 · EIN 04-2647786 | Loan Processing | $4,081 |
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 | $425,243 | $129,021+229.6% | $184,203+130.9% | $77,643+447.7% |
| Participation rate | 98.6% | 87.3%+11.3pp | 86.8%+11.8pp | 70.6%+28.0pp |
| Annual return | 16.11% | 33.27%-17.2pp | 28.81%-12.7pp | 31.24%-15.1pp |
| Employer contribution / active EE | $24,098 | $4,413+446.1% | $6,427+274.9% | $2,726+784.1% |
| Participant deferral / active EE | $15,955 | $7,297+118.6% | $9,131+74.7% | $4,647+243.3% |
| Admin fee / account holder | $51 | $254-80.0% | $13,901-99.6% | $430-88.2% |