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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,122 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,181 |
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).
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 | $265,817 | $102,553+159.2% | $151,611+75.3% | $66,914+297.2% |
| Participation rate | 95.7% | 85.5%+10.2pp | 87.5%+8.2pp | 69.8%+25.9pp |
| Annual return | -19.33% | -10.82%-8.5pp | 3.33%-22.7pp | 1.58%-20.9pp |
| Employer contribution / active EE | $6,129 | $4,180+46.6% | $6,166-0.6% | $2,544+140.9% |
| Participant deferral / active EE | $15,771 | $6,641+137.5% | $8,363+88.6% | $4,237+272.2% |
| Admin fee / account holder | $149 | $630-76.4% | $11,616-98.7% | $593-74.9% |