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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,731 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,795 |
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 | $39,893 | $58,778-32.1% | $129,207-69.1% | $77,643-48.6% |
| Participation rate | 93.5% | 59.2%+34.2pp | 69.6%+23.8pp | 70.6%+22.9pp |
| Annual return | 17.62% | 24.73%-7.1pp | 9417.33%-9399.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $2,285 | $1,952+17.0% | $4,153-45.0% | $2,726-16.2% |
| Participant deferral / active EE | $5,520 | $3,212+71.8% | $4,168+32.5% | $4,647+18.8% |
| Admin fee / account holder | $15 | $589-97.5% | $7,715-99.8% | $430-96.5% |