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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,114 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $29,941 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $544,904 | $80,724+575.0% | $103,333+427.3% | $74,495+631.5% |
| Participation rate | 82.5% | 65.7%+16.9pp | 74.5%+8.0pp | 67.2%+15.3pp |
| Annual return | 16.23% | 27.56%-11.3pp | 24.88%-8.6pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $29,089 | $3,157+821.3% | $3,868+652.1% | $2,623+1009.0% |
| Participant deferral / active EE | $2,135 | $3,860-44.7% | $5,057-57.8% | $4,346-50.9% |
| Admin fee / account holder | $529 | $2,368-77.6% | $8,355-93.7% | $1,942-72.7% |