Filed March 24, 2025
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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,225 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$102,243 |
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 | $299,393 | $122,239+144.9% | $184,200+62.5% | $74,546+301.6% |
| Participation rate | 98.5% | 85.5%+13.0pp | 86.8%+11.6pp | 67.2%+31.3pp |
| Annual return | 17.01% | 19.95%-2.9pp | 28.80%-11.8pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $24,114 | $4,537+431.4% | $6,424+275.4% | $2,624+818.8% |
| Participant deferral / active EE | $17,072 | $7,139+139.1% | $9,132+86.9% | $4,347+292.7% |
| Admin fee / account holder | $72 | $1,260-94.3% | $13,907-99.5% | $1,944-96.3% |