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 5-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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,981 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,342 |
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 | $110,587 | $144,996-23.7% | $111,297-0.6% | $93,030+18.9% |
| Participation rate | 85.7% | 86.2%-0.5pp | 77.3%+8.4pp | 73.9%+11.8pp |
| Annual return | 20.55% | 18.26%+2.3pp | 54.65%-34.1pp | 158.70%-138.2pp |
| Employer contribution / active EE | $1,734 | $3,056-43.3% | $2,731-36.5% | $2,706-35.9% |
| Participant deferral / active EE | $5,532 | $5,587-1.0% | $4,487+23.3% | $4,562+21.3% |
| Admin fee / account holder | $20 | $103-80.6% | $7,964-99.7% | $152-86.7% |