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 | $31,647 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,962 |
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 | $59,922 | $96,484-37.9% | $156,263-61.7% | $74,304-19.4% |
| Participation rate | 90.3% | 67.7%+22.6pp | 78.9%+11.4pp | 60.3%+29.9pp |
| Annual return | 17.77% | 17.73%0pp | 59.47%-41.7pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,260 | $2,528-50.2% | $4,333-70.9% | $2,241-43.8% |
| Participant deferral / active EE | $3,978 | $4,286-7.2% | $6,158-35.4% | $3,767+5.6% |
| Admin fee / account holder | $166 | $3,728-95.6% | $14,255-98.8% | $2,969-94.4% |