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) | $10,133 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,391 |
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 | $174,257 | $84,784+105.5% | $98,439+77.0% | $74,419+134.2% |
| Participation rate | 92.6% | 81.5%+11.1pp | 75.2%+17.4pp | 70.7%+21.9pp |
| Annual return | 106.67% | 20.59%+86.1pp | 21.16%+85.5pp | 34.38%+72.3pp |
| Employer contribution / active EE | $4,857 | $3,364+44.4% | $3,048+59.3% | $2,637+84.2% |
| Participant deferral / active EE | $6,343 | $5,218+21.6% | $4,738+33.9% | $4,528+40.1% |
| Admin fee / account holder | -$22 | $204-110.9% | $8,948-100.2% | $348-106.4% |