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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $797,186 |
Service code 37 · EIN 04-2647786 | Loan Processing | $148,520 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $5,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $278,234 | $99,062+180.9% | $103,476+168.9% | $99,062+180.9% |
| Participation rate | 98.6% | 71.6%+27.0pp | 80.5%+18.1pp | 71.6%+27.0pp |
| Annual return | 14.64% | 17.66%-3.0pp | 23.90%-9.3pp | 17.66%-3.0pp |
| Employer contribution / active EE | $5,355 | $3,262+64.2% | $4,672+14.6% | $3,262+64.2% |
| Participant deferral / active EE | $13,936 | $5,331+161.4% | $6,623+110.4% | $5,331+161.4% |
| Admin fee / account holder | $304 | $109+179.1% | $9,413-96.8% | $109+179.1% |