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) | $19,201 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,577 |
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 | $96,003 | $59,054+62.6% | $97,167-1.2% | $77,671+23.6% |
| Participation rate | 94.9% | 67.9%+27.0pp | 72.7%+22.2pp | 70.6%+24.3pp |
| Annual return | 17.62% | 16.96%+0.7pp | 75.27%-57.7pp | 31.21%-13.6pp |
| Employer contribution / active EE | $4,558 | $1,742+161.7% | $2,729+67.0% | $2,726+67.2% |
| Participant deferral / active EE | $18,335 | $3,930+366.6% | $4,264+330.0% | $4,648+294.5% |
| Admin fee / account holder | $39 | $346-88.7% | $5,650-99.3% | $430-90.9% |