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 5-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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $118,087 |
Service code 37 · EIN 04-2647786 | Loan Processing | $90,312 |
Form 5500 reported that benefits due were not provided when due.
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 | $149,025 | $81,357+83.2% | $75,972+96.2% | $199,593-25.3% |
| Participation rate | 98.9% | 69.9%+29.0pp | 69.1%+29.9pp | 72.0%+27.0pp |
| Annual return | 15.96% | 16.32%-0.4pp | 359.55%-343.6pp | 34.25%-18.3pp |
| Employer contribution / active EE | $10,030 | $3,341+200.2% | $2,685+273.6% | $3,034+230.5% |
| Participant deferral / active EE | $11,232 | $4,710+138.5% | $4,255+163.9% | $5,087+120.8% |
| Admin fee / account holder | $49 | $144-65.8% | $6,467-99.2% | $269-81.6% |