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 7-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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,624 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,177 |
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 | $87,370 | $106,110-17.7% | $147,005-40.6% | $77,671+12.5% |
| Participation rate | 93.7% | 78.4%+15.3pp | 82.2%+11.5pp | 70.6%+23.1pp |
| Annual return | 22.75% | 56.77%-34.0pp | 418.76%-396.0pp | 31.21%-8.5pp |
| Employer contribution / active EE | $3,379 | $4,065-16.9% | $4,934-31.5% | $2,726+23.9% |
| Participant deferral / active EE | $16,163 | $7,992+102.3% | $8,070+100.3% | $4,648+247.7% |
| Admin fee / account holder | $33 | $338-90.3% | $13,006-99.7% | $430-92.4% |