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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,728 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,226 |
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 | $63,647 | $91,407-30.4% | $135,903-53.2% | $71,457-10.9% |
| Participation rate | 87.2% | 75.7%+11.5pp | 81.9%+5.3pp | 67.9%+19.2pp |
| Annual return | 25.03% | 29.90%-4.9pp | 68.23%-43.2pp | 28.85%-3.8pp |
| Employer contribution / active EE | $1,251 | $3,703-66.2% | $4,856-74.2% | $2,588-51.7% |
| Participant deferral / active EE | $20,814 | $7,092+193.5% | $7,758+168.3% | $4,289+385.3% |
| Admin fee / account holder | $95 | $1,266-92.5% | $10,762-99.1% | $1,587-94.0% |