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) | $11,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,573 |
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 | $146,618 | $108,719+34.9% | $101,326+44.7% | $85,563+71.4% |
| Participation rate | 87.6% | 80.9%+6.7pp | 81.5%+6.1pp | 66.0%+21.6pp |
| Annual return | 29.99% | 20.95%+9.0pp | 36.82%-6.8pp | 31.51%-1.5pp |
| Employer contribution / active EE | $6,797 | $3,114+118.3% | $3,665+85.4% | $2,654+156.1% |
| Participant deferral / active EE | $15,294 | $8,545+79.0% | $7,994+91.3% | $4,375+249.6% |
| Admin fee / account holder | $36 | $685-94.7% | $11,185-99.7% | $834-95.7% |