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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,505 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,546 |
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 | $169,627 | $96,484+75.8% | $156,263+8.6% | $74,304+128.3% |
| Participation rate | 82.0% | 67.7%+14.3pp | 78.9%+3.1pp | 60.3%+21.6pp |
| Annual return | 17.85% | 17.73%+0.1pp | 59.47%-41.6pp | 29.43%-11.6pp |
| Employer contribution / active EE | $4,232 | $2,528+67.4% | $4,333-2.3% | $2,241+88.8% |
| Participant deferral / active EE | $7,592 | $4,286+77.1% | $6,158+23.3% | $3,767+101.5% |
| Admin fee / account holder | -$0 | $3,728-100.0% | $14,255-100.0% | $2,969-100.0% |