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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $162,424 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$204,944 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $121,703 | $182,927-33.5% | $200,582-39.3% | $117,739+3.4% |
| Participation rate | 95.3% | 92.5%+2.8pp | 86.9%+8.4pp | 76.6%+18.6pp |
| Annual return | 17.67% | 15.76%+1.9pp | 42.33%-24.7pp | 17.29%+0.4pp |
| Employer contribution / active EE | $3,762 | $5,985-37.1% | $6,419-41.4% | $3,746+0.4% |
| Participant deferral / active EE | $6,254 | $9,711-35.6% | $9,331-33.0% | $6,128+2.0% |
| Admin fee / account holder | -$6 | $95-106.4% | $16,305-100.0% | $112-105.5% |