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) | $147,416 |
Service code 37 · EIN 04-2647786 | Loan Processing | $113,861 |
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 | $134,526 | $50,127+168.4% | $149,673-10.1% | $80,160+67.8% |
| Participation rate | 97.0% | 64.3%+32.7pp | 78.8%+18.2pp | 72.9%+24.0pp |
| Annual return | 18.29% | 29.82%-11.5pp | 134.42%-116.1pp | 40.38%-22.1pp |
| Employer contribution / active EE | $6,172 | $1,865+231.0% | $4,818+28.1% | $2,978+107.3% |
| Participant deferral / active EE | $7,827 | $3,194+145.1% | $5,680+37.8% | $5,017+56.0% |
| Admin fee / account holder | $53 | $153-65.6% | $13,210-99.6% | $145-63.7% |