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 7-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) | $7,085 |
Service code 37 · EIN 04-2647786 | Loan Processing | $388 |
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 | $119,238 | $100,923+18.1% | $150,045-20.5% | $74,304+60.5% |
| Participation rate | 95.2% | 70.1%+25.2pp | 82.3%+12.9pp | 60.3%+34.9pp |
| Annual return | 32.45% | 51.77%-19.3pp | 62.55%-30.1pp | 29.43%+3.0pp |
| Employer contribution / active EE | $10,740 | $3,463+210.1% | $4,693+128.8% | $2,241+379.2% |
| Participant deferral / active EE | $17,074 | $6,709+154.5% | $7,997+113.5% | $3,767+353.2% |
| Admin fee / account holder | $35 | $2,767-98.7% | $13,435-99.7% | $2,969-98.8% |