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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $320,074 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$236,241 |
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 | $282,838 | $102,255+176.6% | $118,746+138.2% | $77,958+262.8% |
| Participation rate | 96.7% | 84.8%+11.9pp | 78.3%+18.4pp | 71.6%+25.1pp |
| Annual return | 17.13% | 65.05%-47.9pp | 24.54%-7.4pp | 20.87%-3.7pp |
| Employer contribution / active EE | $6,071 | $4,931+23.1% | $4,193+44.8% | $2,310+162.8% |
| Participant deferral / active EE | $11,504 | $5,974+92.6% | $5,332+115.7% | $3,537+225.3% |
| Admin fee / account holder | $50 | $79-37.0% | $10,720-99.5% | $97-48.9% |