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 4-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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $88,734 |
OXFORD FINANCIAL GROUP, LTD3 years Filed as: OXFORD FINANCIAL GROUP Service code 27 · EIN 35-1588335 | Advisory (Plan) | $65,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,395 |
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 | $260,487 | $123,077+111.6% | $116,228+124.1% | $102,872+153.2% |
| Participation rate | 99.5% | 87.0%+12.5pp | 74.6%+25.0pp | 73.0%+26.5pp |
| Annual return | 15.88% | 15.84%0pp | 90.06%-74.2pp | 19.06%-3.2pp |
| Employer contribution / active EE | $10,959 | $4,380+150.2% | $2,994+266.0% | $3,526+210.8% |
| Participant deferral / active EE | $13,542 | $6,746+100.8% | $4,953+173.4% | $5,535+144.7% |
| Admin fee / account holder | $68 | $115-40.9% | $11,989-99.4% | $292-76.7% |