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 Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,331 |
FID INV INST OPS CO6 years Service code 37 · EIN 04-2647786 | Loan Processing | $3,475 |
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 | $383,476 | $100,227+282.6% | $169,993+125.6% | $74,419+415.3% |
| Participation rate | 97.6% | 87.3%+10.3pp | 87.0%+10.6pp | 70.7%+26.9pp |
| Annual return | 19.64% | 66.08%-46.4pp | 53.37%-33.7pp | 34.38%-14.7pp |
| Employer contribution / active EE | $23,512 | $4,263+451.5% | $6,785+246.5% | $2,637+791.5% |
| Participant deferral / active EE | $16,781 | $7,143+134.9% | $10,408+61.2% | $4,528+270.6% |
| Admin fee / account holder | $40 | $234-82.9% | $12,815-99.7% | $348-88.5% |