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 4-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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,308 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,656 |
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 | $89,966 | $160,882-44.1% | $200,582-55.1% | $102,872-12.5% |
| Participation rate | 96.9% | 91.2%+5.7pp | 86.9%+10.0pp | 73.0%+23.9pp |
| Annual return | 22.82% | 18.15%+4.7pp | 42.33%-19.5pp | 19.06%+3.8pp |
| Employer contribution / active EE | $4,612 | $5,602-17.7% | $6,419-28.2% | $3,526+30.8% |
| Participant deferral / active EE | $19,593 | $9,300+110.7% | $9,331+110.0% | $5,535+254.0% |
| Admin fee / account holder | $14 | $125-88.7% | $16,305-99.9% | $292-95.2% |