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 Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,664 |
FID INV INST OPS CO5 years Service code 37 · EIN 04-2647786 | Loan Processing | $4,100 |
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 | $311,917 | $86,897+259.0% | $151,611+105.7% | $64,808+381.3% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.5%+11.5pp | 71.5%+27.5pp |
| Annual return | -16.19% | -3.57%-12.6pp | 3.33%-19.5pp | 32.82%-49.0pp |
| Employer contribution / active EE | $20,703 | $4,010+416.3% | $6,166+235.8% | $2,506+726.2% |
| Participant deferral / active EE | $14,996 | $6,690+124.2% | $8,363+79.3% | $4,310+247.9% |
| Admin fee / account holder | $33 | $153-78.7% | $11,616-99.7% | $188-82.6% |