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 | $29,466 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,802 |
Form 5500 reported that benefits due were not provided when due.
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 | $267,845 | $92,971+188.1% | $96,683+177.0% | $74,419+259.9% |
| Participation rate | 96.6% | 71.5%+25.1pp | 74.3%+22.3pp | 70.7%+25.9pp |
| Annual return | 18.25% | 37.49%-19.2pp | 35.69%-17.4pp | 34.38%-16.1pp |
| Employer contribution / active EE | $13,717 | $3,426+300.4% | $3,737+267.1% | $2,637+420.1% |
| Participant deferral / active EE | $8,672 | $3,970+118.4% | $4,878+77.8% | $4,528+91.5% |
| Admin fee / account holder | $37 | $633-94.1% | $6,730-99.4% | $348-89.3% |