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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $111,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | $100,882 |
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 | $227,426 | $105,190+116.2% | $98,907+129.9% | $90,288+151.9% |
| Participation rate | 95.3% | 86.4%+8.9pp | 76.0%+19.2pp | 73.4%+21.9pp |
| Annual return | 19.67% | 18.52%+1.1pp | 196.43%-176.8pp | 53.97%-34.3pp |
| Employer contribution / active EE | $11,402 | $3,831+197.7% | $2,689+324.0% | $2,524+351.7% |
| Participant deferral / active EE | $17,509 | $5,616+211.8% | $4,244+312.5% | $4,232+313.7% |
| Admin fee / account holder | $87 | $97-10.6% | $6,642-98.7% | $114-23.7% |