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 | $51,172 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,834 |
Annual investment return 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 | $154,908 | $79,428+95.0% | $106,548+45.4% | $79,386+95.1% |
| Participation rate | 92.6% | 74.1%+18.5pp | 76.1%+16.5pp | 70.7%+21.9pp |
| Annual return | 11.38% | 18.27%-6.9pp | 26.80%-15.4pp | 116.85%-105.5pp |
| Employer contribution / active EE | $5,216 | $2,234+133.5% | $2,819+85.0% | $2,427+114.9% |
| Participant deferral / active EE | $6,232 | $3,823+63.0% | $4,398+41.7% | $4,046+54.0% |
| Admin fee / account holder | $279 | $523-46.6% | $7,407-96.2% | $626-55.4% |