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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,110 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,474 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $126,754 | $79,519+59.4% | $95,952+32.1% | $73,409+72.7% |
| Participation rate | 98.4% | 81.2%+17.2pp | 77.1%+21.4pp | 72.2%+26.3pp |
| Annual return | 17.17% | 19.20%-2.0pp | 91.61%-74.4pp | 59.29%-42.1pp |
| Employer contribution / active EE | $4,825 | $2,048+135.6% | $2,541+89.9% | $2,234+116.0% |
| Participant deferral / active EE | $10,973 | $4,138+165.2% | $4,167+163.3% | $3,805+188.4% |
| Admin fee / account holder | $92 | $184-50.2% | $6,795-98.6% | $158-41.8% |