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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,221 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,800 |
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 | $193,121 | $131,799+46.5% | $200,582-3.7% | $85,563+125.7% |
| Participation rate | 92.0% | 87.9%+4.0pp | 86.9%+5.1pp | 66.0%+26.0pp |
| Annual return | 25.28% | 21.59%+3.7pp | 42.33%-17.0pp | 31.51%-6.2pp |
| Employer contribution / active EE | $7,565 | $4,532+66.9% | $6,419+17.9% | $2,654+185.1% |
| Participant deferral / active EE | $35,735 | $7,702+364.0% | $9,331+283.0% | $4,375+716.8% |
| Admin fee / account holder | $9 | $235-96.1% | $16,305-99.9% | $834-98.9% |