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 | $24,255 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,501 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,266 | $86,225-66.1% | $146,665-80.0% | $86,799-66.3% |
| Participation rate | 93.4% | 78.0%+15.4pp | 80.1%+13.3pp | 72.3%+21.1pp |
| Annual return | 14.00% | 31.23%-17.2pp | 22.74%-8.7pp | 97.91%-83.9pp |
| Employer contribution / active EE | $1,410 | $2,392-41.1% | $4,136-65.9% | $2,405-41.4% |
| Participant deferral / active EE | $3,059 | $4,245-27.9% | $5,506-44.4% | $4,131-25.9% |
| Admin fee / account holder | $60 | $195-69.0% | $10,280-99.4% | $170-64.3% |