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 | $111,773 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,853 |
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 | $33,183 | $82,202-59.6% | $125,339-73.5% | $64,808-48.8% |
| Participation rate | 98.5% | 77.9%+20.6pp | 82.4%+16.1pp | 71.5%+27.0pp |
| Annual return | -16.62% | 3.48%-20.1pp | 572.05%-588.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $4,145 | $3,615+14.6% | $4,814-13.9% | $2,506+65.4% |
| Participant deferral / active EE | $12,268 | $7,175+71.0% | $7,446+64.8% | $4,310+184.6% |
| Admin fee / account holder | $86 | $163-47.1% | $10,010-99.1% | $188-54.0% |