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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,762 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $177,809 | $82,202+116.3% | $125,339+41.9% | $64,808+174.4% |
| Participation rate | 81.6% | 77.9%+3.8pp | 82.4%-0.7pp | 71.5%+10.2pp |
| Annual return | -19.47% | 3.48%-22.9pp | 572.05%-591.5pp | 32.82%-52.3pp |
| Employer contribution / active EE | $10,241 | $3,615+183.3% | $4,814+112.7% | $2,506+308.7% |
| Participant deferral / active EE | $4,646 | $7,175-35.3% | $7,446-37.6% | $4,310+7.8% |
| Admin fee / account holder | $17 | $163-89.8% | $10,010-99.8% | $188-91.2% |