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.5 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,618 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,610 |
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 | $211,095 | $130,655+61.6% | $93,789+125.1% | $64,808+225.7% |
| Participation rate | 99.2% | 84.9%+14.3pp | 81.0%+18.2pp | 71.5%+27.7pp |
| Annual return | -14.83% | -14.04%-0.8pp | -11.33%-3.5pp | 32.82%-47.7pp |
| Employer contribution / active EE | $3,951 | $5,594-29.4% | $4,323-8.6% | $2,506+57.7% |
| Participant deferral / active EE | $10,936 | $8,067+35.6% | $6,094+79.5% | $4,310+153.7% |
| Admin fee / account holder | $77 | $140-45.3% | $7,195-98.9% | $188-59.2% |