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 6-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 | $107,466 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,686 |
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 | $39,178 | $104,317-62.4% | $159,436-75.4% | $86,799-54.9% |
| Participation rate | 95.8% | 77.7%+18.1pp | 82.8%+13.0pp | 72.3%+23.5pp |
| Annual return | 23.30% | 26.32%-3.0pp | 263.57%-240.3pp | 97.91%-74.6pp |
| Employer contribution / active EE | $3,008 | $3,451-12.8% | $4,829-37.7% | $2,405+25.1% |
| Participant deferral / active EE | $9,168 | $6,837+34.1% | $7,352+24.7% | $4,131+121.9% |
| Admin fee / account holder | $89 | $172-48.1% | $10,799-99.2% | $170-47.3% |