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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,991 |
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 | $44,655 | $84,487-47.1% | $125,339-64.4% | $66,914-33.3% |
| Participation rate | 85.0% | 76.4%+8.5pp | 82.4%+2.6pp | 69.8%+15.2pp |
| Annual return | -12.70% | -8.39%-4.3pp | 572.05%-584.7pp | 1.58%-14.3pp |
| Employer contribution / active EE | $1,185 | $3,553-66.6% | $4,814-75.4% | $2,544-53.4% |
| Participant deferral / active EE | $16,550 | $6,781+144.1% | $7,446+122.3% | $4,237+290.6% |
| Admin fee / account holder | $43 | $685-93.7% | $10,010-99.6% | $593-92.7% |