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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,750 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,042 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,176 |
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 | $75,713 | $76,050-0.4% | $96,544-21.6% | $71,457+6.0% |
| Participation rate | 87.7% | 74.4%+13.3pp | 76.0%+11.8pp | 67.9%+19.8pp |
| Annual return | 17.29% | 22.81%-5.5pp | 25.84%-8.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $3,417 | $2,244+52.3% | $2,965+15.2% | $2,588+32.0% |
| Participant deferral / active EE | $6,736 | $4,215+59.8% | $4,851+38.9% | $4,289+57.1% |
| Admin fee / account holder | $28 | $2,707-99.0% | $8,252-99.7% | $1,587-98.3% |