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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $28,645 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,531 |
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 | $47,273 | $89,465-47.2% | $164,866-71.3% | $77,671-39.1% |
| Participation rate | 92.7% | 78.6%+14.1pp | 78.6%+14.1pp | 70.6%+22.1pp |
| Annual return | 13.58% | 28.81%-15.2pp | 69.97%-56.4pp | 31.21%-17.6pp |
| Employer contribution / active EE | $1,463 | $2,568-43.0% | $4,343-66.3% | $2,726-46.4% |
| Participant deferral / active EE | $3,493 | $4,897-28.7% | $6,033-42.1% | $4,648-24.8% |
| Admin fee / account holder | $122 | $340-64.0% | $12,689-99.0% | $430-71.6% |