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) | $20,745 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,064 |
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 | $105,491 | $84,784+24.4% | $98,439+7.2% | $74,419+41.8% |
| Participation rate | 85.2% | 81.5%+3.7pp | 75.2%+10.1pp | 70.7%+14.5pp |
| Annual return | 20.90% | 20.59%+0.3pp | 21.16%-0.3pp | 34.38%-13.5pp |
| Employer contribution / active EE | $6,255 | $3,364+85.9% | $3,048+105.2% | $2,637+137.2% |
| Participant deferral / active EE | $7,382 | $5,218+41.5% | $4,738+55.8% | $4,528+63.0% |
| Admin fee / account holder | -$50 | $204-124.5% | $8,948-100.6% | $348-114.4% |