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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $176,023 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,334 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,757 | $70,115-64.7% | $70,515-64.9% | $80,160-69.1% |
| Participation rate | 94.7% | 71.7%+23.0pp | 68.3%+26.4pp | 72.9%+21.8pp |
| Annual return | 20.84% | 134.51%-113.7pp | 32.77%-11.9pp | 40.38%-19.5pp |
| Employer contribution / active EE | $3,618 | $3,021+19.8% | $2,973+21.7% | $2,978+21.5% |
| Participant deferral / active EE | $3,540 | $4,495-21.3% | $4,567-22.5% | $5,017-29.5% |
| Admin fee / account holder | $38 | $112-66.2% | $6,412-99.4% | $145-73.8% |