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 | $119,890 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,484 |
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 | $59,336 | $82,202-27.8% | $125,339-52.7% | $64,808-8.4% |
| Participation rate | 93.7% | 77.9%+15.8pp | 82.4%+11.3pp | 71.5%+22.2pp |
| Annual return | -16.06% | 3.48%-19.5pp | 572.05%-588.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,218 | $3,615-38.6% | $4,814-53.9% | $2,506-11.5% |
| Participant deferral / active EE | $7,223 | $7,175+0.7% | $7,446-3.0% | $4,310+67.6% |
| Admin fee / account holder | $107 | $163-34.2% | $10,010-98.9% | $188-42.8% |