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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,424 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,446 |
Form 5500 reported that benefits due were not provided when due.
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 | $120,202 | $76,670+56.8% | $96,683+24.3% | $71,457+68.2% |
| Participation rate | 92.8% | 66.6%+26.2pp | 74.3%+18.4pp | 67.9%+24.8pp |
| Annual return | 19.99% | 48.29%-28.3pp | 35.69%-15.7pp | 28.85%-8.9pp |
| Employer contribution / active EE | $2,881 | $3,031-4.9% | $3,737-22.9% | $2,588+11.4% |
| Participant deferral / active EE | $8,422 | $3,771+123.3% | $4,878+72.6% | $4,289+96.4% |
| Admin fee / account holder | $7 | $2,028-99.7% | $6,730-99.9% | $1,587-99.6% |