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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,788 |
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 | $792,999 | $101,317+682.7% | $146,958+439.6% | $74,495+964.5% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.8pp | 67.2%+28.8pp |
| Annual return | 17.46% | 8730.91%-8713.5pp | 418.34%-400.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $17,076 | $3,810+348.1% | $4,933+246.2% | $2,623+551.0% |
| Participant deferral / active EE | $15,719 | $7,303+115.2% | $8,070+94.8% | $4,346+261.7% |
| Admin fee / account holder | -$191 | $1,739-111.0% | $12,998-101.5% | $1,942-109.8% |