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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,179 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,681 |
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 | $168,458 | $102,553+64.3% | $151,611+11.1% | $66,914+151.8% |
| Participation rate | 86.4% | 85.5%+0.9pp | 87.5%-1.1pp | 69.8%+16.6pp |
| Annual return | -15.96% | -10.82%-5.1pp | 3.33%-19.3pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,342 | $4,180-44.0% | $6,166-62.0% | $2,544-7.9% |
| Participant deferral / active EE | $15,541 | $6,641+134.0% | $8,363+85.8% | $4,237+266.8% |
| Admin fee / account holder | $36 | $630-94.2% | $11,616-99.7% | $593-93.9% |