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) | $16,284 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,071 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,015 | $99,078-31.4% | $96,544-29.6% | $74,419-8.6% |
| Participation rate | 95.9% | 80.7%+15.3pp | 76.0%+20.0pp | 70.7%+25.2pp |
| Annual return | 16.03% | 22.48%-6.5pp | 25.84%-9.8pp | 34.38%-18.3pp |
| Employer contribution / active EE | $2,246 | $2,570-12.6% | $2,965-24.3% | $2,637-14.9% |
| Participant deferral / active EE | $5,283 | $4,933+7.1% | $4,851+8.9% | $4,528+16.7% |
| Admin fee / account holder | $65 | $225-71.1% | $8,252-99.2% | $348-81.4% |