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) | $8,924 |
Service code 37 · EIN 04-2647786 | Loan Processing | $224 |
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 | $117,634 | $65,241+80.3% | $126,539-7.0% | $85,563+37.5% |
| Participation rate | 99.4% | 48.6%+50.7pp | 69.8%+29.6pp | 66.0%+33.4pp |
| Annual return | 21.65% | 42.19%-20.5pp | 425.95%-404.3pp | 31.51%-9.9pp |
| Employer contribution / active EE | $9,926 | $1,937+412.4% | $3,674+170.2% | $2,654+274.1% |
| Participant deferral / active EE | $8,308 | $3,032+174.0% | $4,083+103.5% | $4,375+89.9% |
| Admin fee / account holder | $21 | $1,031-98.0% | $6,065-99.7% | $834-97.5% |