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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,460 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,759 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,365 | $65,908+428.6% | $81,812+325.8% | $77,643+348.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 16.82% | 26.64%-9.8pp | 773.79%-757.0pp | 31.24%-14.4pp |
| Employer contribution / active EE | $22,805 | $2,370+862.1% | $2,912+683.1% | $2,726+736.6% |
| Participant deferral / active EE | $16,513 | $3,505+371.1% | $4,319+282.4% | $4,647+255.3% |
| Admin fee / account holder | $27 | $526-94.9% | $7,386-99.6% | $430-93.8% |