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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,439 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,691 |
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 | $41,264 | $53,345-22.6% | $121,098-65.9% | $74,419-44.6% |
| Participation rate | 89.9% | 60.0%+29.9pp | 69.5%+20.4pp | 70.7%+19.1pp |
| Annual return | 21.03% | 35.15%-14.1pp | 985.75%-964.7pp | 34.38%-13.4pp |
| Employer contribution / active EE | $2,751 | $1,898+44.9% | $4,164-33.9% | $2,637+4.3% |
| Participant deferral / active EE | $5,349 | $3,221+66.1% | $4,080+31.1% | $4,528+18.1% |
| Admin fee / account holder | $16 | $382-95.8% | $5,644-99.7% | $348-95.4% |